Bill Crager

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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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  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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  Envestnet Launches Weekly Market Calls for Advisors

  By James J. Green, AdvisorOne  |  September 27, 2011

  “Market Morning” conference calls will provide access to Envestnet, outside experts.

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  The Relationships Manager

  By James J. Green, AdvisorOne  |  June 1, 2011

  Ron Fiske first worked with Jud Bergman and Bill Crager 10 years ago when he was a managing director at Pershing.

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  Agents of Change

  By James J. Green, AdvisorOne  |  June 1, 2011

  These are the major issues facing advisors in 2011 ...

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  Envestnet, Brinker Capital Partner on Absolute Return SMA

  By James J. Green, AdvisorOne  |  April 20, 2011

  Envestnet puts Brinker’s Crystal Strategy alternatives portfolio on its platform.

• Editor's Note: Beyond the Headlines

  By James J. Green, AdvisorOne  |  April 1, 2010

  One of the more enjoyable aspects of my job is the opportunity I have to speak to smart people about the business of independent advice...

• The Green Advisor: The Wave Is Rising

  By Robert F. Keane  |  September 1, 2009

  Environmentally-conscious investing is still a minuscule part of the overall financial services universe, but it's a segment that edges closer and closer to the mainstream...

• Branching Out

  By Michael S. Fischer  |  June 1, 2009

  new study Family Wealth Alliance FWA reported in 2008, "We don't see a huge surge of new single-family offices opening up," says William Rankin, chief...

• How Things Are Changing

  By James J. Green, AdvisorOne  |  May 1, 2009

  Bill Crager has a unique vantage point from which to watch the investing mindset of advisors. As president and co-founder of Envestnet, which provides front-...