News
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.
5/03/13, AdvisorOne.com - In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Envestnet Executive Vice President Jim Patrick about updates to “Envestnet Intelligence.”
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.”