Prima Capital

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  Jud Bergman: The 2012 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 18, 2012

  Our cover story profile of Envestnet in June 2011 suggested that the company stood squarely at the crossroads of the main issues facing advisors today.

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  Jud Bergman’s 4 New Rules for Advisors That Supplant the Old

  By James J. Green, AdvisorOne  |  May 3, 2012

  At revived Advisor Summit, Envestnet CEO speaks of how the rules have changed for advisors.

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  2012 SMA Fixed Income Award: Gannett Welsh & Kotler LLC

  By John Sullivan, AdvisorOne  |  April 25, 2012

  Predictions of mass default, European sovereign debt, outlooks from Bill Gross, Bernanke’s shenanigans—anyone still think fixed income isn’t “sexy?”

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  The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.

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  2012 SMA International Equity Manager of the Year, No. 2: Cambiar Investors LLC

  By John Sullivan, AdvisorOne  |  April 20, 2012

  “You don’t have to find every single great stock out there,” says Jennifer Dunne, the firm’s international portfolio manager and senior analyst. “But if you put one in the portfolio, it better go up.”

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  Heritage Planning Pt. 8, Bringing Families Together Financially

  By Cameron Thornton, The GenUS Collaborative  |  April 18, 2012

  The Family Bank: how to build it; what it accomplishes for each family.

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  2012 SMA International Equity Manager of the Year, No. 1: Invesco Ltd.

  By John Sullivan, AdvisorOne  |  April 13, 2012

  Three key ingredients—philosophy, team and process—helped Invesco’s International ADR Growth SMA/Wrap make this year’s cut.

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  2012 Small-Cap Equity SMA Manager of the Year: Kayne Anderson Rudnick

  By John Sullivan, AdvisorOne  |  April 11, 2012

  ‘Research is our lifeblood,’ says Jon Christensen, who manages the small- and mid-cap portfolios, and that has helped the firm weather the rocky ride in the small-cap space.

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  Envestnet Closes on Prima Capital Acquisition

  By James J. Green, AdvisorOne  |  April 9, 2012

  Prima’s Gib Watson becomes group president of Envestnet | Prima in latest expansion by Envestnet.

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  2012 Mid-Cap SMA Manager of the Year: Geneva Capital Management

  By John Sullivan, AdvisorOne  |  April 9, 2012

  Geneva likes mid-cap companies, says principal and portfolio manager Michelle Picard, because they’re past the volatile, entrepreneurial small-cap stage and management is focused, yet they haven’t reached the large-cap space where growth is harder to achieve.