Envestnet Offers Digital Tool to Battle Robo-Advisors
The Advisor Now portal is designed to help advisors deliver comprehensive “wealth management services where and when clients want them,” said Envestnet CEO Jud Bergman.
Envestnet Acquires FinTech Company Finance Logix
Envestnet will continue to support Finance Logix's standalone financial planning software model for existing and new clients and will create a new, integrated platform.
Bergman to Advisors: Envestnet Will Help You ‘Cross the Digital Divide’
At Advisor Summit, Envestnet CEO uses the metaphor of transcontinental railroad builder to encourage advisors to surmount the robo-advisor challenge.
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.
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.