News

8/5/13, FinancialAdvisor.com - The financial market crash of 2008 brings back good memories for some investors––like, those who shorted the market and those who invested heavily in managed futures. In a year when just about every investment category on the planet went splat, managed futures as a collective group stood tall with a gain of more than 15% (as measured by the Altegris 40 index).

7/30/13, TheStreet.com - Platform provider Envestnet is flying as more financial advisers depart the big brokers to go solo, says the company's President Bill Crager.

7/29/13, Barron's - Hindsight is 20/20. So it's easy to see why investors might be kicking themselves for not investing in the PowerShares S&P 500 Low Volatility Portfolio (ticker: SPLV) in 2008. Over the past five years, the index this exchange-traded fund tracks has returned 11.7% a year -- considerably better than the S&P 500's 8.5%. There's just one hitch: That index didn't exist five years ago, and those returns are mostly hypothetical.

7/16/13, by J. Gibson Watson III, CIMA, Envestnet, ThinkAdvisor.com (formerly AdvisorOne.com) - After six months of thrills and chills, the professionals at Envestnet | PMC share what they’re hearing from equity and fixed-income managers here and abroad.

7/2/13, ThinkAdvisor.com - “(The term) Big Data emotes this NSA prism that we are taking from you and not giving back,” said James Patrick, executive vice president, advisor-managed programs for Envestnet. “We are the opposite of Big Data. We are taking data and making it actionable.”

That’s good, because anyone who can answer with clarity and authority the questions retirement plan advisors and their clients ask routinely is bound to do well.

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.