In a Tech Merger, Don't Panic
The first quarter of 2015 was busy for technology companies that serve advisors, as many were acquired or sold a significant portion of their company.
Robo-Advisors: What You Can Learn From Their Technology
To begin, robo-advisors generally excel in their overall website experience, especially as it relates to describing their offering to prospects, and there's more to learn.
Envestnet’s Strategy Opens Window Into Future of Independent Advice
A discussion with Bill Crager and Stuart DePina of Envestnet shows where independent advisors are going and who their partners will be.
Jud Bergman: The 2012 IA 25 Extended Profile
Our cover story profile of Envestnet in June 2011 suggested that the company stood squarely at the crossroads of the main issues facing advisors today.
The 2012 IA 25
Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.
Envestnet Closes on Prima Capital Acquisition
Prima’s Gib Watson becomes group president of Envestnet | Prima in latest expansion by Envestnet.
Should You Use a Rebalancing System?
One of the more common questions I hear from advisors is whether it is time to begin using a portfolio rebalancing system.