James Patrick

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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.

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  Envestnet to Focus on Fiduciary With Fund Evaluation Group Announcement

  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.

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  New Institute for Fiduciary Standard Elevates the Conversation

  By Bob Clark, AdvisorOne  |  August 23, 2011

  The creation of the Institute, founded by Knut Rostad and a bevy of industry leaders, is the next necessary step to change the conversation about a universal fiduciary standard.

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  Envestnet Views SEC’s Fiduciary Standard as Opportunity for Advisors

  By Joyce Hanson, AdvisorOne  |  January 24, 2011

  Envestnet has aligned itself in favor of the SEC’s decision to proceed with a uniform fiduciary standard, says James Patrick of Advisor Managed Programs.

• Changes

  By Staff Writer  |  November 1, 2009

  ? The Investment Company Institute's Board of Governors has elected Edward Bernard, vice chairman of T. Rowe Price Group, to serve as chairman of the...