Practice Management

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  Envestnet Unveils ‘Intelligence’ Initiative at Advisor Summit

  By John Sullivan, AdvisorOne  |  May 4, 2013

  “It’s not a product; it’s not a platform,” explained Bill Crager, Envestnet’s president. “It’s completely integrated technology that pulls together resources to provide on-demand information.”

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  Are Your ‘Time Saving Techniques’ Just Pushing Work Back to Clients?

  By Michael E. Kitces  |  May 4, 2013

  There is greater pressure than ever for financial planners to maintain high productivity levels, but at what cost?

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  2013 SMA Managers of the Year: Envestnet’s Jim Patrick on ‘Envestnet Intelligence’—Video

  By John Sullivan, AdvisorOne  |  May 3, 2013

  Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Envestnet Executive Vice President Jim Patrick about updates to “Envestnet Intelligence.”

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  2013 SMA Managers of the Year: Envestnet Tamarac’s Stuart DePina on CRM Updates—Video

  By John Sullivan, AdvisorOne  |  May 3, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Envestnet | Tamarac Group President Stuart DePina about changes to their CRM platform.

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  The Elevator Speech That’s Sure to Fail: New Genworth Practice Management Book

  By Joyce Hanson, AdvisorOne  |  May 3, 2013

  Consider two financial planners, both of whom specialize in working with doctors, making their 'elevator speeches' at a cocktail party after a medical conference. Which pitch works best?

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  For a Successor, Many Advisors Look Within

  By Danielle Andrus, AdvisorOne  |  May 2, 2013

  At the 2013 NAAIM Annual Conference, Kelli Cruz, a managing director at Pepin Consulting, addressed the importance of succession planning.

• RIAs Closed 13 M&A Deals in Q1: Schwab Advisor Services

  By Joyce Hanson, AdvisorOne  |  May 2, 2013

  The RIA sector notched its greatest number of M&A deals since Q1 2012, but overall deal size declined.

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  6 Attributes of Business Pioneers: Envestnet’s Bergman

  By John Sullivan, AdvisorOne  |  May 1, 2013

  Members of Envestnet’s senior management kicked off the firm’s advisor summit in Chicago on Wednesday with an inspirational session on the characteristics of pioneers.

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  Trust Co. of America Aligns With RIA in a Box to Help Breakaway Brokers

  By Melanie Waddell, AdvisorOne  |  May 1, 2013

  The alliance will help breakaway brokers in Trust Co.’s Advisor Pathways program decide whether they want go independent, join an existing RIA firm, or sell their practice and exit the market.

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  Challenges of a Growing Practice: Managing Portfolios

  By Mike Patton  |  April 29, 2013

  Whether you outsource money management or not, at least segment your client base.