Prima Capital

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  Jud Bergman: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 3, 2013

  Envestnet began as a turnkey asset management provider, where it remains a leader punctuated by its announced acquisition in mid-April of Prudential’s Wealth Management Solutions, with its $12 billion in assets.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Nominees for the 2013 SMA Managers of the Year: Tough and Getting Tougher

  By John Sullivan, AdvisorOne  |  April 25, 2013

  Presenting the finalists, in four categories, nominated by Investment Advisor and Envestnet | Prima for the ninth annual SMA Managers of the Year awards.

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  2013 SMA Managers of the Year Nominees: U.S. Large-Cap Equity

  By John Sullivan, AdvisorOne  |  April 25, 2013

  The nominees in this crowded space—BRC, Robeco, TCW and Wedgewood Partners—offer SMA products featuring solid, repeatable strategies backed by four solid firms.

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  2013 SMA Managers of the Year Nominees: International/Global Equity

  By John Sullivan, AdvisorOne  |  April 25, 2013

  The nominees in this category—Thomas White and Harding Loevner—believe in boots on the ground and a four-step process for success in ADRs.

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  2013 SMA Managers of the Year Nominees: Fixed Income

  By John Sullivan, AdvisorOne  |  April 25, 2013

  The nominees in this category—from GW&K and Tom Johnson Investment Management—have found long-term, consistent success in intermediate and enhanced fixed-income strategies.

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  2013 SMA Managers of the Year Nominees: U.S. Small-, Mid- or SMID-Cap Equity

  By John Sullivan, AdvisorOne  |  April 25, 2013

  The nominees in this category—from EARNEST, GW&K, Glenmede and Riverbridge—demonstrate that good things can come in small (and SMID) packages.

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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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  Recognizing the Best in Investment Management: the 2013 SMA Managers of the Year

  By James J. Green, AdvisorOne  |  April 1, 2013

  Advisors can’t be drawn with a broad brush. Some like to be their own portfolio manager.

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  International Small Caps Are One Crazy Ride

  By John Sullivan, AdvisorOne  |  June 23, 2012

  Advisory Research Managing Director Jonathan Brodsky focuses on the small-cap international space. Is he crazy, off-balance, a masochist, maybe?