News
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.
5.8.17, Citywireusa.com - Envestnet chief investment strategist Tim Clift shares plans for a new smart beta ranking methodology.
Turnkey asset management program Envestnet is set to unveil a new ranking methodology for smart beta products by next month.
The system will allow the firm’s research team to recommend specific smart beta funds and add them to approved lists.
5.8.17, ThinkAdvisor.com - Brooks Friederich, director for Fund Strategist Portfolios at Envestnet | PMC, reported at last week’s Envestnet Advisor Summit that the third-party strategist space on Envestnet’s platform now top $60 billion in assets and offers 130 strategist options. One indication of the growing popularity of these portfolios is the annual SMA awards that Envestnet and ThinkAdvisor present annually, which have included a strategist category since 2016.
5.5.17, ThinkAdvisor.com - Addressing a filled ballroom at this week’s Envestnet Advisor Summit, Gergen explained, “President Obama triumphed when Congress passed health care reform after seven other presidents and tried and failed,” but the very narrow victory in the Senate (by one vote) and House (by five votes) meant that health care became a political football, and it remains that today, said Gergen.
5.5.17, WealthManagement.com - With every bank, custodian and brokerage investing in a technology platform for advisors, the pressure is on fintech companies to offer advisors something they can’t get elsewhere.
Or as Envestnet CEO Jud Bergman put it, “go a step beyond” other technology options. Over three days at the annual Envestnet Advisor Summit in Dallas, the Chicago-based technology company laid out how it plans to do that with a tightly integrated ecosystem bringing together the acquisitions its made over recent years.
5.5.17, InvestmentNews.com - The advisory firm of the future will provide the nation's 92 million millennials with digital services that most advisers can't really imagine today.
But adviser technology provider Envestnet asked about two dozen college students to conceive a plan for such a business last summer. The millennials spent eight weeks creating plans for a financial service that would spur them and their giant generation to begin investing. They conceived "Zenvestr."
5.4.17, ThinkAdvisor.com -Bonds can solve a problem or create one, according to Paul Matlack, senior vice president, senior portfolio manager and fixed income strategist for Delaware Funds Macquarie Investment Management. "The days of making equity-like money out of bonds [are] gone," Matlack said during a session at the Envestnet Advisor Summit on Thursday.
5.4.17, by Zachary Karabell, Envestnet, Inc., Seeking Alpha - After a rousing start to the year, equity markets have been in a calmer state and bond yields have leveled off, leading investors to question whether global geopolitical and election concerns (and our own domestic legislative challenges) may be signaling that trouble lies ahead. A rapid market correction is always a possibility, and a surge in equity prices can occur just as quickly.
5.4.17, ThinkAdvisor.com - At this year’s Advisor Summit currently underway in Grapevine, Texas, Envestnet introduced its Essential Advisor Certification Program designed to help advisors guide clients through important investment decisions during their lifetimes. Envestnet also presented its first annual Essential Advisor Awards to three advisors who exemplify that role.
5.3.17, ThinkAdvisor.com -Bigger and better was the theme for the Envestnet Advisor Summit in Dallas, which had its largest attendance ever, according to Jud Bergman, CEO of Envestnet, at the show’s first location outside Chicago.