News
6.7.17, ThinkAdvisor.com - Advice-centric focus aims to ‘transcend’ regulations to build deeper relationships and improve client experiences.
6.6.17, WealthManagementToday.com - Our first interview is with Bill Crager (@ENVCrager), co-founder and president of Envestnet, a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Bill was named a 2015 Pioneer by the Money Management Institute is also the co-author of The Essential Advisor: Building Value in the Investor-Advisor Relationship.
6.2.17, ThinkAdvisor.com - Reports of fee compression among financial advisors are overblown, according to new analysis from Envestnet, whose software helps financial advisors manage client accounts and enhance their practices.
6.2.17, Barron's - Envestnet|Yodlee analytics unit analyzed more than 900,000 accounts from advisors who charge fees based on assets under management.
6.1.17, www.iris.xyz - We got a chance to visit with Tim Clift, the Chief Investment Strategist at Envestnet | PMC, on the platform they’ve created for financial advisors to help them scale their business, using technology to help it grow and offering choice so they can tailor it to their practice.
5.30.17, MarketWatch.com - Back in the good old days, financial advisers earned a living by charging clients commissions on the sale of investments and insurance. Then, over time, financial advisers earned a living by charging clients a fee based on the assets they managed, typically 1%.
5.23.17, Wealth Management Today - he era of the model hub as a standalone product has arrived. With the launch of model hubs like InvestEdge’s MMxCHANGE, Vestmark’s Manager Marketplace and the soon-to-be released Money Management Institute’s (MMI) Model Hub (the Hub of Hubs), model hubs have moved from internal-only tools that took a back seat to portfolio management and trading and have become distinct products in their own right.
5.11.17, FinancialAdvisor.com - The new platform, My Advice Architect, is the first part of a new suite of tools called Advice Architect Ecosystem that Cetera will roll out in the coming months, says Cetera, a network of independent advisory firms. To create the new tools Cetera is working with Envestnet, a technology platform for advisors.
5.14.17, WealthManagementToday.com - This week, we remember a seminal event in the history of artificial intelligence. It was the twentieth anniversary of world chess champion Gary Kasparov’s loss to IBM’s Deep Blue supercomputer.
5.9.17, InvestmentNews.com - The future is bright for financial advisers who embrace technology that will do many of the functions they perform today, according to Jud Bergman, chairman and chief executive of technology platform Envestnet. Successful advisers in years to come will instead focus on providing clients value from services like tax management, estate planning and even a bit of psychology, Mr. Bergman said in an interview on the sidelines of the company's Advisor Summit in Dallas last week.