Envestnet Technology: Build-a-Bear Meets Netflix
By Janet LevauxIndustry executives and consultants says the latest tools are about gamification — getting the client engaged in financial planning.
May 02, 2019
Ken Fisher Busts Investing Myths; Tells Advisors to Seek 'Uncomfort Zone'In a wide-ranging interview, the legendary investor talks to ThinkAdvisor about advisors' biggest "dilemmas."
May 02, 2019
AI Is Not a Priority for the Largest Advisory Firms: Pershing PollThe Elite Advisor Poll found that firms are investing more in technology but primarily for more practical matters.
May 02, 2019
Uncertainty on Advisor Conduct Rules Raises Costs, Hurts Investors: SEC ChiefJay Clayton tells a fund industry group why the SEC's rulemaking on advice standards is so important to him.
May 02, 2019
Envestnet Names Top Asset Managers of 2019The portfolio specialists and strategists outperformed benchmarks and rivals despite volatility of the past year or so.
May 01, 2019
Envestnet Launches New Advisor Analytics ToolsEnvestnet Wealth CEO Bill Crager shares details on how "the future of advice will be powered by the intelligent use of data."
May 01, 2019
DOL to Issue New Rules on Fiduciary Duties: AcostaLabor will issue rules based on its collaboration with the SEC, Acosta told lawmakers Wednesday.
May 01, 2019
Are RIA Mergers Peaking?For the first time in five years, Nationwide found that advisors were less bullish about the growing pace of M&A deals.