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.
At Envestnet’s Advisor Summit, It’s All About Innovation
With a jump in attendance this year, annual event in Chicago will welcome 800 advisors and speakers from Putnam’s Bob Reynolds to Wired’s Chris Anderson.
Providing Tax ‘Alpha’ to Your Clients: 21 Days of Tax Planning Advice
Our fourth annual monthly focus on tax planning advice can help you and your clients this tax season. Here’s what we’ll be looking at on ThinkAdvisor.
Envestnet Launches 7 ‘ETF Alternative’ SMA Portfolios
Index-based Quantitative Portfolios from Envestnet | PMC use Tamarac software to provide tax alpha for HNW clients.
M&A Roundup: United Capital Acquires Atlanta-Based PPA Advisors
In other M&A news, Envestnet completed its acquisition of Prudential WMS, and Madison Dearborn Partners completed its NFP deal.
Envestnet Finds 20% Income Rise for RIAs Who Integrate Tech
The Envestnet | Tamarac white paper also found that registered investment advisors with some level of integration have almost twice the amount of assets under management as RIAs with the same size staff but no integration.
The 2013 IA 25 Slideshow: CEOs
As the leaders of major firms in the industry, these people could be fairly called the epicenter of influence.
Jud Bergman: The 2013 IA 25 Extended Profile
Envestnet began as a turnkey asset management provider, where it remains a leader punctuated by its announced acquisition in mid-April of Prudential’s Wealth Management Solutions, with its $12 billion in assets.
6 Attributes of Business Pioneers: Envestnet’s Bergman
Members of Envestnet’s senior management kicked off the firm’s advisor summit in Chicago on Wednesday with an inspirational session on the characteristics of pioneers.
The 2013 IA 25 Special Report
With the 2013 IA 25, our 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.