integrated technology

• 

  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.”

• 

  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.

• 

  Morgan Stanley Adds 4 Wells, JPMorgan Reps; Commonwealth Grabs 9 LPL Advisors

  By Janet Levaux, AdvisorOne  |  February 4, 2013

  The reps are expected to bring over more than $430 million to the wirehouse, with some $250 million coming over to the independent broker-dealer.

• 

  Top 10 Tech Trends for Advisors and Their Partners: The Roundup

  By Spenser Segal, ActiFi  |  October 16, 2012

  The 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.

• 

  Advisors Struggle With Tech Integration

  By Danielle Andrus, AdvisorOne  |  July 16, 2012

  While two-thirds of advisors say technology has been mostly beneficial to their firms, 61% say it would be easier to manage if their various systems were better integrated, an SEI survey found.

• 

  Top 10 Technology Trends for Advisors and Their Partners, Pt. 4: Integrated Workstation

  By Spenser Segal, ActiFi  |  May 16, 2012

  Significant investments are being made by large financial institutions and niche software providers for the sole purpose of allowing advisors to plug-and-play different software solutions into “their” advisor workstations.

• 

  Gahler Investment Group, David Ford Join Securities America

  By Danielle Andrus, AdvisorOne  |  February 28, 2012

  Securities America announced Tuesday that it has recruited three new advisors to its ranks from Investment Centers of America.

• 

  Q4 Earnings: LPL Boosts Results, but Misses Estimates

  By Janet Levaux, AdvisorOne  |  February 7, 2012

  The independent broker-dealer ends the year with nearly 12,850 advisors, a jump over 3% from the year-ago period, and strong growth in its RIA custodial assets.