News
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.