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Registered Rep. March 14, 2012 Charles Paikert |
The Battle for Outsource Supremacy Envestnet president Bill Crager has been running the outsourcing company since it started twelve years ago. The Chicago-based firm now provides reporting, technology and research services to about 20,000 financial advisors and independent broker-dealers.  |
Investment Advisor June 1, 2011 James J. Green |
Agents of Change Envestnet has placed itself squarely at the crossroads of the major issues facing advisors. Its tools will help advisors tackle those issues, leading to growth for all.  |
Registered Rep. June 1, 2012 Jerry Gleeson |
60 Seconds: Jud Bergman Jud Bergman, Co-founder and CEO of Envestnet is asked about his three new acquisitions.  |
Financial Planning September 30, 2013 Paula Vasan |
Tech Innovator: Sheryl Rowling A decade ago, advisor Sheryl Rowling went looking for rebalancing software that was easy to implement and affordable. The two market leaders at the time, iRebal and Tamarac, were expensive and complicated.  |
Registered Rep. September 27, 2011 Jerry Gleeson |
Want More Prospecting Time? Integrate Your Tech, Study Says The cost of inefficient technology integration at registered investment advisor practices may be more than you would think.  |
Financial Planning April 1, 2008 Joel Bruckenstein |
Revisiting Rebalancing Almost all financial planners agree that periodically rebalancing clients' portfolios should be standard operating procedure. But as yet, there is little if any consensus as to how rebalancing should be performed.  |
Registered Rep. February 17, 2012 Timothy D. Welsh |
Live From Dallas: Mobile Apps, Cloud Computing and Integration - Key Themes at Tech Conference for Rias I work with many of the technology companies that support independent RIAs and will be blogging about what's hot in advisor tech, industry trends, and what the influencers are saying.  |
Investment Advisor March 2006 Kathleen M. McBride |
Fidelity's Separates The custodian rolls out an elegant SMA platform for RIAs.  |
Financial Advisor July 2011 Bernie Clark |
A Record Year For RIAs Discipline both on the expense and client care sides has created sound business practices for an evolving RIA industry.  |
Registered Rep. February 2, 2011 Diana Britton |
RIA M&A Hits Record in 2010, More To Come In 2011 Registered investment advisory firms were furiously busy getting hitched last year: they did the highest number of merger and acquisition deals recorded in at least seven years.  |
Registered Rep. November 1, 2006 Kevin Burke |
Money Managers Don't Get RIA Market A large number of money managers still haven't figured out how to tap the registered investment advisor market to sell their funds, according to research.  |
Financial Advisor July 2010 Bernie Clark |
Gunning For Growth RIA firms estimate that they'll see 15% revenue growth this year. An emphasis on efficiency will free principals to go after new business again.  |
Investment Advisor September 2009 Robert F. Keane |
The Green Advisor: The Wave Is Rising Envestnet's sustainability platform has attracted hundreds of advisors and $400 million in its first year.  |
Financial Advisor October 2012 |
Advisor Emporium 1st Global offers CPA consulting service... Lincoln Financial adds lifetime protection... National Advisors Trust expands services...  |
Financial Planning July 1, 2010 Marion Asnes |
Envestnet's Fiduciary Opportunity Bill Crager, president of Envestnet, is not going to wait for Washington to figure out the fate of the fiduciary standard. The way he sees it, the market has already spoken.  |
Registered Rep. July 5, 2012 Jerry Gleeson |
A League of their Own While the Big Four custodians still dominate the market, some smaller firms are making their presence felt.  |
Financial Advisor July 2012 Bernie Clark |
The RIA Universe Advisors should look not just at their own internal business practices but also at the changes and trends occurring across the RIA field.  |
Financial Planning October 1, 2006 Marshall Eckblad |
Advisor Pulse The registered investment advisor market continues to add assets at a hefty rate.  |
Registered Rep. June 30, 2010 Christina Mucciolo |
Clients, though Mostly Satisfied, in the Dark about FA Fees, Says Study Overall advisors and investors are still confused about what the advisors' fiduciary responsibility is exactly.  |
Financial Planning December 1, 2010 Neesha Hathi |
Integration Issues If you're doing technology implementation right, the process of self-improvement is never finished.  |
Financial Advisor August 2009 Eric Rasmussen |
Wish Upon An 'IAR' RIA or IAR? Registered investment advisor or independent advisor representative; the anagram you choose will depend on how big you are and how independent you want to be.  |
Financial Planning February 1, 2011 Lisa Martin |
Silent Partner Advisory businesses cannot survive on investment acumen and business model alone. Operations can make or break your dreams.  |
Investment Advisor May 1, 2011 Dan Skiles |
Should You Use a Rebalancing System? If you frequently use model portfolios, a rebalancing system may make your firm more efficient  |
Registered Rep. February 7, 2012 Diana Britton |
Are Regulations Killing the Hybrid Financial Advisor? Some advisors say new compliance and regulatory burdens under Dodd-Frank are making the hybrid model untenable.  |
Financial Advisor May 2011 David Lawrence |
The Challenge Of Rebalancing Here are the pros and cons of using an automated system for this arduous task.  |
Investment Advisor June 2008 Melanie Waddell |
Retirement Planning at Envestnet The former president of Ibbotson plans 401(k) advice platform for Envestnet Asset Management's newly established Retirement Services Group.  |
Registered Rep. March 1, 2007 |
Gobbling Up RIAs The RIA holding company Focus Financial recently snatched up three more firms, bringing total acquisitions to 9 and assets under management to $15 billion.  |
Financial Advisor December 2010 Joel P. Bruckenstein |
X Marks The Spot Tamarac's Advisor X packs promise.  |
On Wall Street July 1, 2010 Frances A. McMorris |
Confusion Reigns Among Wirehouse Advisors On The Fiduciary Issue With all the frenzy over the call for a universal fiduciary standard for all financial and investment advisors, it appears that those in the wirehouses don't really understand the debate.  |
Financial Planning August 1, 2010 Bill Winterberg |
Better Balance The unprecedented market volatility that the Great Recession brought during the past two years has put tremendous pressure on financial advisors' back-office technical and trading resources.  |
Investment Advisor May 2009 James J. Green |
How Things Are Changing Bill Crager, president and co-founder of Envestnet, sees what advisors want, what they need, and what they're actually doing.  |
Registered Rep. March 1, 2008 |
Independent Together The "RIA-in-a-box" model will attract plenty of wirehouse reps who may have previously balked at the idea of going completely independent, fearing they were unprepared to run their own businesses.  |
Financial Planning April 1, 2012 Ann Marsh |
Mobile Management Financial planners say it's an occupational hazard: When older clients die, many planners fail to retain the heirs' business. Learning to speak in the lingua franca of the younger generation - via mobile technologies - could help keep those assets in-house.  |
Registered Rep. September 3, 2009 Mindy Diamond |
Talking To Clients About Breaking Away Here are some starting points for advisors to begin a conversation with clients about deciding to establish themselves as an RIA or joining an existing one.  |
Financial Advisor June 2011 Bruce W. Fraser |
Rebuilding Trust - Part 2 Six leaders in the wealth management continue their discussion of the advisory industry and how new rules and regulations will impact it.  |
Registered Rep. September 24, 2015 |
The 2015 Wealth Management Industry Awards Winners Companies like Charles, Schwab, Fidelity, and Betterment are profiled for their achievements in financial services.  |
Financial Planning May 1, 2006 Joel Bruckenstein |
Rebalancing Act A new software program that automatically performs sophisticated rebalancing -- and captures extra alpha -- is stimulating the market for similar offerings. Here's what's available.  |
Investment Advisor September 2010 John Sullivan |
Broker/Dealer Briefing: News and Products News from Securities America, HighTower, AIG and more.  |
Investment Advisor October 2009 |
Upgrades What's going on: CRM Software announces major enhancements to Junxure... Tamarac, Inc. has introduced Advisor 9, a suite of portfolio management applications... The Hartford Financial Services Group, Inc. has introduced online information sharing reports...  |
Financial Planning October 1, 2005 Robert Hertzberg |
Software Provider or Fiduciary? Envestnet's founder wants his company to be both. His timeline for making it work isn't infinite, but the company is in a great position to take advantage of everything that's going on in the financial industry.  |
Financial Advisor September 2009 |
Advisor Emporium Foundation Source Expands Philanthropic Services... Hartford Offers Retirement Plan... Envestnet Offers Enhanced Accounts... Drucker and Bruckenstein Offer Webinars... Broadridge Financial Creates Aspire... W.P. Stewart Now Open to Advisors...  |