Honoring SMA Managers Who Shine in Rainy and Sunny Times
Finalists for the 11th annual SMA Managers of the Year awards are listed here; winners will be announced at Envestnet Advisor Summit in May.
10th Annual SMA Managers of the Year Revealed; Tom Johnson Takes Top Honors
The 10th annual SMA Managers of the Year were announced at the Envestnet Advisor Summit, honoring seven winners in five categories.
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.
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.
Crossing Paths: The 2013 IA 25
With Investment Advisor's 11th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
Nominees for the 2013 SMA Managers of the Year: Tough and Getting Tougher
Presenting the finalists, in four categories, nominated by Investment Advisor and Envestnet | Prima for the ninth annual SMA Managers of the Year awards.
2013 SMA Managers of the Year Nominees: U.S. Large-Cap Equity
The nominees in this crowded space—BRC, Robeco, TCW and Wedgewood Partners—offer SMA products featuring solid, repeatable strategies backed by four solid firms.
2013 SMA Managers of the Year Nominees: International/Global Equity
The nominees in this category—Thomas White and Harding Loevner—believe in boots on the ground and a four-step process for success in ADRs.