All Americans: The 2014 SMA Managers of the Year
The 10th annual SMA Managers of the Year differ in size, process and ZIP code, but they’re all at the top of their investment game.
At Summit, Envestnet Unveils Education Portal for Advisors, Upgrade for Tamarac
Portal uses content from Vanguard, Putnam, Russell and Brinker; tech upgrade meant to enhance current client experience and help attract the "next generations of investors."
Are You a David or a Goliath? How Advisors Can Hone Their Innovation Skills
Jud Bergman calls on advisors at the Envestnet Advisor Summit to become “disruptive innovators,” leveraging their fiduciary, human capital and technology strengths to overcome the Goliaths of the world.
3 Tools to Build and Protect Retirement Income
Three leading investment managers discussed ways to plan for and protect retirement income at the Envestnet Advisor Summit.
On Liquid Alts, Advisors Should ‘Keep It Simple’
Brinker CIO Bill Miller and others discuss the role of liquid alts in client portfolios on an Envestnet panel.
Putnam’s Reynolds: Better Times Call for Active Management
“We’re entering a period where active management can really add premium,” Bob Reynolds said at the Envestnet conference.
10th Annual SMA Managers of the Year Revealed; Tom Johnson Takes Top Honors
The 10th annual SMA Managers of the Year were announced at the Envestnet Advisor Summit, honoring seven winners in five categories.
3 Top Managers Give 3 Best Global Stock Strategies
Three leading portfolio managers at Envestnet’s Advisor Summit shared their strategies for developed, emerging and frontier market investing.
Envestnet’s Karabell: Widely Used Economic Data Are Outdated
Numbers, like the GDP and inflation, actually mean little in a rapidly changing world, says Zachary Karabell at the Envestnet Advisor Summit.
Helping Clients Set the Date—For Retirement
It’s all about building a portfolio that has the productive power to fund after-tax lifestyle expenditures over increasing life expectancies.