Morningstar’s iPad App Aimed at ETF, Mutual Fund Investors
New apps, data integration offers more access and information to users.
How Advisors Can Be the Next Disruptors
Financial advisors needn’t fear the ravages of disruptive technology, Jud Bergman, Spenser Segal and Eric Poirier say.
Securities America Wraps Up $2.5B Insurance Acquisition
The latest deal brings the IBD to more than 200 advisors and an OSJ that sells variable insurance products.
Top Portfolio Products: Stock Split, Euro Stoxx ETFs Launched
Plus, 361 Capital files to launch a long/short product, while Schwab adds Direxion, other ETFs to OneSource.
Top Portfolio Products: ProShares Rolls Out 2 Credit-Focused ETFs
Lincoln Financial adds survivorship life offerings; Beaumont Capital and Envestnet share new portfolio strategies.
The 2014 SMA Managers of the Year; Dealing With Depression: Investment Advisor July Features—Slideshow
Once again, Investment Advisor teamed up with Envestnet | PMC to spotlight some of the top separately managed account managers in the business.
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.
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.
Finalists Announced for 10th Annual SMA Managers of the Year Honors
Envestnet | PMC and Investment Advisor have announced the finalists for the annual Separately Managed Accounts Managers of the Year; winners will be revealed May 15 at Envestnet Advisor Summit.
The Short List Revealed for the 10th Annual SMA Managers of the Year
Advisors are good at many things, but they’re not good at all things.