Money Management Institute

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  Envestnet to Acquire Prudential Bank Wealth Management Unit

  By James J. Green, AdvisorOne  |  April 12, 2013

  The deal will solidify ENV’s presence in the bank channel, CEO Jud Bergman says. The $10 million-plus acquisition adds scale to its platform.

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  BrightScope, Spaulding Group Propose Universal Performance Standard

  By Danielle Andrus, AdvisorOne  |  May 22, 2012

  BrightScope and The Spaulding Group released on Tuesday a white paper calling for an industry consensus on performance standards for financial advisors.

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  New Hire Roundup: Mitchell Goes to Leuthold; Hoffman Joins Franklin Square

  By Marlene Y. Satter, AdvisorOne  |  February 8, 2012

  This week in new hires, the Leuthold Group named Ben Mitchell managing director; Robert Hoffman joined Franklin Square; Hilary Fiorella was welcomed at Fiserv and Keith Johnson joined Curian Capital.

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  New Hire Roundup: Nash Moves Up at Fiserv; Sanctuary to Support Gordian

  By Marlene Y. Satter, AdvisorOne  |  November 16, 2011

  This week in new hires, Cheryl Nash was named president of Fiserv’s investment services division; Gordian Wealth Advisors hired Sanctuary Wealth Services to support its business; and Tom Ridge became a member of the board at FSIC.

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  LPL Financial Awarded Advisory Solutions Product of the Year

  By John Sullivan, AdvisorOne  |  May 19, 2011

  The BD’s Model Wealth Portfolios win with Money Management Institute.