Envestnet to Acquire Prudential Bank Wealth Management Unit
The deal will solidify ENV’s presence in the bank channel, CEO Jud Bergman says. The $10 million-plus acquisition adds scale to its platform.
Using Benchmarks to Spark Constructive Conversations With Clients
Better performance measurement makes for a better, broader discussion with your clients. Here's how to guide the conversation to everyone's benefit.
Buffett on Berkshire’s 2012: ‘Subpar It Was’
In his annual letter to shareholders, Warren Buffett admitted disappointment in his company’s 2012 performance, including the bad news that Berkshire stock underperformed the benchmark S&P 500 index.
New Hire Roundup: Former COO Nides Returns to Morgan Stanley
This week in new hires, Tom Nides rejoined Morgan Stanley, Rob Brown went to United Capital and Vanguard announced several investment management changes.
Impressions From T3 Conference: The Future Is Bright, Part 2
Seeing the cutting edge of technology at the conference also served to highlight the emerging challenges of technology development.
Impressions From T3 Conference: The Future Is Bright, Part 1
Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.
Disruptive Trends in Planning Software, Pt. 2—The Rise of ‘Middleware’
How will two powerful technology trends play out for financial planners and impact their use of software in the coming years? There are several powerful implications.
Disruptive Trends in Planning Software, Pt. 1—The Cloud and APIs
Having near-universal access to "the cloud" from any device and any location, and the emergence of application programming interfaces (APIs) that allow disparate software packages to integrate are driving several trends that benefit advisors.
For 403(b) Success, Combine Monitoring and Management
For advisors who specialize in the ever-changing 403(b) and 457 retirement plan marketplace, knowing the distinction between portfolio monitoring and portfolio management is critical.
2012 Advisor Hall of Fame
Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.