Envestnet

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  Jud Bergman’s 4 New Rules for Advisors That Supplant the Old

  By James J. Green, AdvisorOne  |  May 3, 2012

  At revived Advisor Summit, Envestnet CEO speaks of how the rules have changed for advisors.

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  Special Report: The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Throughout the rest of April and May, we’ll be publishing extended versions of each profile, including exclusive interviews, on AdvisorOne.

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  2012 SMA Managers of the Year: How We Picked Them

  By John Sullivan, Advisorone  |  April 2, 2012

  An obvious and oft-asked question after announcing the SMA Managers of the Year is how, exactly, they were chosen? Here's how it works.

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  2012 SMA Managers of the Year: Calm, Cool and Confident

  By John Sullivan, Advisorone  |  March 26, 2012

  The one thing seen among all of this year’s winners? “Dividend yield,” says Gib Watson, president and CEO of Prima Capital, IA's longtime partner in choosing the annual Separately Managed Account Managers of the Year.

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  Tim Clift Says FundQuest’s Analysts Will Complement Envestnet|PMC’s Quants

  By James J. Green, AdvisorOne  |  January 26, 2012

  Now chief investment strategist at PMC following acquisition by Envestnet, Clift says advisors can expect higher correlations through election; Europe already in recession.

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  Agents of Change

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

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

• 2010 Q4 Earnings: Envestnet Revenue From AUM Increases 33%

  By John Sullivan, Advisorone  |  February 10, 2011

  Advisors' move to independence helps Q4 results.

• Envestnet Buys B-Ready Outsourcing for Schwab Portfolio Users

  By Joyce Hanson, AdvisorOne  |  June 7, 2010

  Envestnet, a technology solutions provider for broker/dealers and RIAs, announced its acquisition of B-Ready Outsourcing, whose software is used in Schwab's Portfolio Center.

• 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...