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.
How We Picked Them: The 2015 SMA Managers of the Year
Choosing the annual SMA Managers of the Year takes several months and culminates in a live awards ceremony at the Envestnet Advisor Summit in Chicago, which this year will occur on May 7.
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.
Envestnet’s 2015 Advisor Summit Makes Clients the Focus
Coach K, Duke University’s legendary basketball coach, is one of many special guests at this year’s upcoming Envestnet Advisor Summit.