News
4.3.17, Investment Advisor Magazine - Calling Envestnet a software provider or an investment management company or a platform provider or a fiduciary enabler or a data company would not be inaccurate, but it's the integration of all those facets of the company that's the company's killer app.
5/02/13, Financial-Planning.com - When a firm owner is considering selling or merging his firm to reach succession-planning goals, “the price isn’t what matters,” advisor Bob Bilkie, told advisors at Envestnet’s second annual Advisor Summit.
What really seals the deal? "The terms do," said Bilkie, president and CEO of Sigma Investment Counselors in Southfield, Mich.
5/02/13, InvestmentNews.com - am always happy when some technology offering I have gotten enthusiastic over during a demonstration -- or one that I've kicked the tires on -- ends up being adopted by larger providers.
So I was able to experience a bit'o happiness this morning when it was formally announced by Envestnet president Bill Crager that third-party macroanalytics technology provider HiddenLevers is being added as an integrated partner to the firm's platform.
5/01/13, AdvisorOne.com - This year’s conference theme, “A new perspective,” is meant to encourage visionaries, with Chairman and CEO Jud Bergman noting that Envestnet wants to “be the advisor's outfitter, porter or guide as you blaze your own path.”
4/29/13, Investment Advisor - Envestnet may have begun as a turnkey asset management provider, where it remains a leader punctuated by its announced acquisition in mid-April of Prudential’s Wealth Management Services. Even that acquisition signals more of an evolutionary development than a turnabout for the company
4/29/13, LifeHealthPro.com - Brandon Thomas, chief investment officer for Envestnet, said in a release that the aim of the partnerships is to help advisors “manage risk, hedge against volatility and improve after-tax returns for their clients.” This is the first time Envestnet/ PMC’s models have been made available in a tax-deferred VA, according to the company.
3/11/13, RIABiz.com - It’s always the quiet ones.
Jud Bergman has fired more bullets and hit more targets in the advisory business than virtually anyone — and yet it’s as if he has done so with a silencer on his bazooka.