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."
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.
Top Portfolio Products: New MLP ETNs From Barclays, OFI Global
Brinker Capital offers three liquid-alternative mutual funds, and Marathon Value Portfolio cuts fees.
Rob Arnott, Milton Ezrati: Where’s the Investment Risk in 2014?
Envestnet gathered a panel of big-name investing experts to explore what’s ahead for bonds, equities and demographics at home and abroad.
Financial Advisors Upbeat About U.S. Economy
Sixty-nine percent of advisors said their clients were financially better off than they were a year ago, according to the Brinker Barometer.
The Gender Trap
The World Economic Forum’s recent Global Gender Gap Report notes that 85% of the 135 countries surveyed in 2011, Saudi Arabia included, have “made progress in the past year toward gender equality.”
Tim Clift Says FundQuest’s Analysts Will Complement Envestnet|PMC’s Quants
Now chief investment strategist at PMC following acquisition by Envestnet, Clift says advisors can expect higher correlations through election; Europe already in recession.
Agents of Change
These are the major issues facing advisors in 2011 ...
Retirement on hold 'indefinitely'
Advisor respondents in Brinker Capital's second quarter "Brinker Barometer" say clients fear they'll never know exactly when they should retire. Sixty-one percent said clients mainly...
Obama's efforts thus far: not good enough, advisors say
In the eyes of financial advisors, President Obama is off to a sluggish start - and quite simply, he has a lot to accomplish. First, the...