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By Joyce Hanson, AdvisorOne |
November 5, 2012
Envestnet co-founder Jim Lumberg says the ability to see held-away client assets is a business-building opportunity for advisors.
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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.
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By John Sullivan, AdvisorOne |
September 5, 2012
The partnership is meant to complement the research on separate account managers, mutual funds, ETFs and liquid alternative investments available on the Envestnet Prima platform.