Mike Henkel

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  Are Annuities Too Risky for Insurance Companies?

  By Gil Weinreich, AdvisorOne  |  December 18, 2012

  The question naturally arises from Canadian life insurer Sun Life Financial’s decision to unload its U.S. annuity business for $1.35 billion, and recent shakeups in the annuity business.

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  Achaean Taps Benartzi to Bring Behavioral Finance Insights to Retirement Income Software

  By Gil Weinreich, AdvisorOne  |  July 24, 2012

  Achaean Financial has found a way to help advisors convert existing VA policies that are frustrating advisors, investors and insurance companies alike.

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  Envestnet to Acquire TAMP FundQuest for $24 Million

  By James J. Green, AdvisorOne  |  August 8, 2011

  Envestnet–which has built on its TAMP legacy–will use cash to acquire BNP Paribas' U.S. TAMP provider

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  Leads, Leads, Leads! Then Understanding Clients...

  By Mike Patton  |  July 18, 2011

  Do commercial lead-providers work? And a confession from our intrepid advisor on understanding clients both qualitatively and quantitatively

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  Agents of Change

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

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

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  Trends in Separately Managed Accounts: UMAs, ETFs and Alternatives

  By James J. Green, AdvisorOne  |  April 15, 2011

  Envestnet/PMC’s Mike Henkel and Tom Simutis report what they’re seeing from SMA managers and hearing from advisors.

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  Diversification Now: The Case for Liquid Alternative Investments

  By Mike Henkel, Achaean  |  February 10, 2011

  The challenge for advisors: alternative strategies are very difficult to use in a portfolio, at a time when more investors want alternatives exposure

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  Exploring Tactical Allocation in the Developed and Developing Worlds With Brian Singer, Part 2

  By Mike Henkel, Achaean  |  January 24, 2011

  In Part 2 of an exploration of tactical investing, a focus on time horizons and asset classes.

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  Exploring Tactical Allocation Using ETFs With Brian Singer, Part 1

  By Mike Henkel, Achaean  |  January 17, 2011

  Why the Singer Partners’ CIO focuses, and has for 20 years, on tactical asset allocation as a core investment strategy.

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  Envestnet Adds BlackRock, Janus, PIMCO Managers to SMA Platform

  By James J. Green, AdvisorOne  |  December 17, 2010

  Envestnet has added SMA portfolios from BlackRock, Janus, Franklin Templeton and PIMCO to its platform of vetted SMA managers for its affiliated advisors.