Jud Bergman: The 2012 IA 25 Extended Profile
Our cover story profile of Envestnet in June 2011 suggested that the company stood squarely at the crossroads of the main issues facing advisors today.
The 2012 IA 25
Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.
Envestnet Closes on Prima Capital Acquisition
Prima’s Gib Watson becomes group president of Envestnet | Prima in latest expansion by Envestnet.
Health Care Is the New Wealth Care
WITH THE OLDEST BABY BOOMERS turning 66 this year, many are worried sick about the rising cost of health care. And no wonder. Health care expenses in retirement can run hundreds of thousands of dollars — not exactly pocket change.
FundQuest Announces Key Hires to Spur Growth in 2011
FundQuest, a global provider of investment research and wealth management solutions, has announced key new hires that the firm says will help it drive growth in the New Year.
A Bond Bubble? FundQuest CIO Clift Begs to Differ
There has been much talk of there being a bond bubble, but Tim Clift, chief investment officer for FundQuest, says bluntly that there is no bubble.
For Firms in the United Capital Fold, a New Platform
United Capital Financial Advisers has partnered with FundQuest to build a suite of Web-based tools for UCFA advisors and their clients that cover the waterfront...
Zero in on distribution planning
Within the first 30 seconds of speaking with Robert Del Col, you'll realize just how committed he is to the issue of retirement income education....
Pershing Rolls Out New Managed Account Network
Pershing LLC, a subsidiary of the Bank of New York Company, Inc., has launched Managed Account Network, an innovative, open architecture platform that allows introducing broker-dealer firms to offer t
Now you can include multiple managers and investme