Envestnet

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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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  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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  Jud Bergman: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 3, 2013

  Envestnet began as a turnkey asset management provider, where it remains a leader punctuated by its announced acquisition in mid-April of Prudential’s Wealth Management Solutions, with its $12 billion in assets.

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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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  Nominees for the 2013 SMA Managers of the Year: Tough and Getting Tougher

  By John Sullivan, AdvisorOne  |  April 25, 2013

  Presenting the finalists, in four categories, nominated by Investment Advisor and Envestnet | Prima for the ninth annual SMA Managers of the Year awards.

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  Recognizing the Best in Investment Management: the 2013 SMA Managers of the Year

  By James J. Green, AdvisorOne  |  April 1, 2013

  Advisors can’t be drawn with a broad brush. Some like to be their own portfolio manager.

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  Cerulli Delivers Tough Message for IBDs on Recruitment, Market Share

  By John Sullivan, AdvisorOne  |  January 29, 2013

  The IBD community received a stark and sobering message about the overall health of the industry.

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  Retirement Trailblazer

  By Ellen Uzelac  |  January 23, 2013

  A lot of broker-dealers have invested in the retirement income space.

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  Ron Carson Launches New Firm to Partner With Advisors, With 3 Big Partners of Its Own

  By James J. Green, AdvisorOne  |  September 24, 2012

  Carson Institutional Advisory has TD Ameritrade, Envestnet, LPL as allies and will provide investment management, marketing and technology services to advisors without upfront charges or long-term commitments.

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  Top Portfolio Products: Global X Launches Junior Miners ETF

  By Marlene Y. Satter, AdvisorOne  |  September 7, 2012

  New products introduced over the last week include a junior miners ETF from Global X Funds and a low-duration bond fund from Scout Investments. In addition, Envestnet has partnered with Fund Evaluation Group.