News
7/1/13, Smart Business - Judson Bergman had a vision that he thought was too important to let die after he was unsuccessful in launching it at the investment firm where he worked.
So he took the vision with him, leaving the company to develop a business plan that became Envestnet. And of their own accord, several colleagues joined him.
6/13/13, Financial-Planning.com - Advisors with at least some technology integration can perform a whole lot better than RIAs with none, according to a report from Aite Group, the Boston-based research and consulting company.
5/28/13, RIABiz.com - On the fairly short list of companies that have a running start at making a bid to establish themselves in that light is Envestnet Inc. So we keep a close eye on it. Thankfully, it is a publicly traded firm, so there is a growing plentitude of information flowing from the mouths of its chief officers — if you’re willing to search for it.
5/28/13, AdvisorOne.com - Change is the only constant in our increasingly hyper-connected and volatile world, which makes the superior outperformance of our 2013 SMA Managers of the Year all the more impressive.
5/24/13, Chicago Tribune - This will be the third J.P. Morgan Corporate Challenge in Chicago for Envestnet, a leading provider of integrated portfolio, practice management and reporting solutions to financial advisors and institutions that was founded in 1999 by CEO Jud Bergman.
5/23/13, by J. Gibson Watson III, CIMA, Envestnet and Nathan Behan, CFA, CAIA, Envestnet | PMC, AdvisorOne.com - These days, the search for yield has some unique challenges, but what’s the outlook for non-investment grade bonds?
5/13/13, The Trust Advisor - After a decade of intense turmoil, innovation and more than a few crossed industry signals, it now looks like the Unified Managed Account (UMA) has achieved critical mass.
According to the latest numbers from the Money Management Institute (MMI), as of Dec. 31, 2012, about $195 billion had poured into unified managed accounts, with approximately 24% of those assets coming in during 2012 alone. (Source: MMI Central, 1Q 2013)
5/10/13, RIABiz.com - The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry
5/03/13, RIABiz.com - After years of cobbling on capabilities, the TAMP streamlined and made tablet-compatible its web presence, though not to pure approbation.
5/03/13, Financial-Planning.com - The financial services industry needs a major makeover, Sallie Krawcheck said at an industry conference Friday.
Advisors need to look long and hard at their racial and demographic make-up, as well as their attitudes toward women and consumers under 35, social media and regulatory changes, the Wall Street veteran told the audience at Envestnet’s annual Advisor Summit conference in Chicago.