News

5.27.16, BelayAdvisor.com - The Envestnet Advisor Summit was packed with an agenda of top speakers and a multitude of sessions to choose from. And they capped it off with a closing keynote from Ohio State football coach Urban Meyer. Meyer’s talk was so good and insightful that I’m now a Buckeye fan—except when they play Wisconsin and Nebraska!

5.27.16, ThinkAdvisor.com -If you want to understand how technology can make advisors of all kinds more efficient, talk to Stuart DePina. If you want a model for how a technology partner can better serve its clients, listen to Stuart DePina. If you want a vision for how an entrepreneur and his entrepreneurial firm can thrive after an acquisition by a larger firm, look at Stuart DePina.

5.26.16, Reuters.com -Envestnet's Jay Hummel, author of The Essential Advisor, talks with Bobbi Rebell about his outlook for the markets, and what investors should be paying attention to this summer.

5.23.16, TheTrustAdvisor.com - New elaborations of the TAMP’s technology platform extend its core functionality but the real value creation that emerged last week was farther reaching and more strategic.

5.20.16, FinancialAdvisor.com - Change for the good of both client and advisor can be achieved by providing what they call the five pillars of value — financial planning, asset allocation, investment selection, systematic rebalancing and tax management. The first three can be handled by a hybrid of human and computer; the last two produce the best results when executed by the financial advisor, Crager and Hummel say.

5.20.16, Bloomberg.com -The new initiative draws on the proprietary expertise Envestnet has obtained from supporting almost 50,000 advisors on its platform, enabling the firm to provide insights into how the most successful advisors are running their practices.

The company said advisors are grounded in the firm's Capital Sigma: The Return on Advice study, which finds advisors have the potential to add three percent in value to their clients annually.

Advisors also deliver actionable insights and educational programs.

5.19.16, ThinkAdvisor.com -"Advocacy is a critical component of business success," Clarke Camper, senior vice president for government relations for Capital Group, the parent of American Funds, said during the panel. He noted that his mantra in meetings with regulators on the rule was choice. "We need to preserve choice for investors and we need to preserve choice for advisors" on what business model they want to use.

5.18.16, ThinkAdvisor.com - “This is a huge market in terms of total dollars, in terms of fastest growth rate and also in terms of this being of interest to your highest potential clients, meaning women and millennials,” Nystrom said during a pre-conference session at Envestnet Advisor Summit on Wednesday.