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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
March 2006
Kathleen M. McBride
Fidelity's Separates The custodian rolls out an elegant SMA platform for RIAs. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2012
Advisor Emporium 1st Global offers CPA consulting service... Lincoln Financial adds lifetime protection... National Advisors Trust expands services... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 1, 2006
Marshall Eckblad
Advisor Pulse The registered investment advisor market continues to add assets at a hefty rate. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
December 1, 2010
Neesha Hathi
Integration Issues If you're doing technology implementation right, the process of self-improvement is never finished. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2010
Joel P. Bruckenstein
X Marks The Spot Tamarac's Advisor X packs promise. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
September 2010
John Sullivan
Broker/Dealer Briefing: News and Products News from Securities America, HighTower, AIG and more. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles