Pathfinders: The 2015 SMA Managers of the Year
It's not easy to “beat the market” when it comes to investing on behalf of your clients, but it's even more difficult to do so consistently by following rigorous research-based quantitative processes and qualitative intellectual capital.
Some of you may recall that I wrote several months ago about my personal house hunting and how technology has changed the way that homes are marketed and sold.
The SEC ‘Hasn't Been Doing Its Job for a Long Time’: Brian Hamburger
In a wide-ranging session at the Envestnet Advisor Summit in Chicago in early May, MarketCounsel's Brian Hamburger argued that one of the main regulatory and compliance issues facing advisors is the regulators themselves.
Forget Fiduciary: Real Battle Coming Over Harmonization
SEC "hasn’t been doing its job for a long time," MarketCounsel CEO Brian Hamburger says, and the DOL fiduciary controversy obscures a bigger fight ahead.
Duke’s Coach K: Lessons on How Advisors Can Build the Best Teams
“Teams work better if their members have a sense of ownership,” said Coach Mike Krzyewski.
10 Win 2015 SMA Managers of the Year Awards
Annual awards recognizing excellence in SMA investing revealed at Envestnet Advisor Summit, led by Cushing’s energy MLP strategy.
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.
When Is Risky Investing Safe and Safe Investing Risky? Now.
At Envestnet Summit, Zachary Karabell says advisors and investors shouldn’t put much stock into what central bankers say about the valuation of equities.
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.