Edelman Financial Services Names Former LPL Exec as CEO
By Emily ZulzRic Edelman leaves CEO position to focus on the firms financial education and advice.
May 23, 2016
5 Things Top-Performing Advisors DoAt Envestnet's Advisor Summit, a panel of experts offered their advice on how to succeed as a financial advisor. One key point: Keep it simple.
May 20, 2016
Envestnet Offers Advisors More Client Customization Through Open ENVOpen ENV integrates, refines and expands existing offerings on Envestnet's wealth management technology platform.
May 19, 2016
Lori Hardwick: Pershing's Advisor Advocate — The 2016 IA 25It's important for advisor partner leaders to listen to their clients, and not just "hear what you want to hear," says the new Pershing COO.
May 18, 2016
Want to Win the Robo Game? Think Like a Chess Champ: Envestnet CEOAdvisors who fear robo-advisors and other technological advances should take a tip from chess grandmaster Garry Kasparov, Envestnet CEO Jud Bergman says.
May 17, 2016
Laurie Belew: Next-Gen Cultivator — The 2016 IA 25Calls for financial literacy programs in high schools aren't just for the benefit of a more informed consumer base.
May 16, 2016
5 Partners Providing Advisor Solutions: The 2016 IA 25 SlideshowYoure only as strong as your support system, and advisors work with various partners to assist them in their day-to-day operations, from custodians to technology providers.
May 16, 2016
Top Portfolio Products: Star Manager Starts His Own Investment FirmGoing global is the direction of choice for several new mutual funds, including two from a new investment company founded by a top-performing portfolio manager.