Summit

• 

  Sallie Krawcheck to Buy 85 Broads, a Global Women’s Network

  By James J. Green, AdvisorOne  |  May 15, 2013

  The former Merrill broker chief says she’s happy to become the leader of 85 Broads, a group with 30,000 members from 130 countries.

• 

  ‘Retirement Planning’ Is Old and Outdated: Elizabeth Jetton

  By John Sullivan, AdvisorOne  |  May 4, 2013

  At the FPA Retreat, a rapid-fire delivery of all the change that is here and will be coming, and how advisors should react.

• 

  Envestnet Unveils ‘Intelligence’ Initiative at Advisor Summit

  By John Sullivan, AdvisorOne  |  May 4, 2013

  “It’s not a product; it’s not a platform,” explained Bill Crager, Envestnet’s president. “It’s completely integrated technology that pulls together resources to provide on-demand information.”

• 

  2013 SMA Managers of the Year Revealed at Envestnet Conference

  By John Sullivan, AdvisorOne  |  May 1, 2013

  The 2013 SMA Managers of the Year were announced at Envestnet’s 2013 Advisor Summit Wednesday afternoon in Chicago.

• 

  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.

• 

  We’re in an Extended Bull Market, So Get Used to It: Tiburon CEO Summit

  By Joyce Hanson, AdvisorOne  |  April 9, 2013

  Tiburon CEO Summit host Chip Roame pointed out advisor trends and opportunities after stock strategists Richard Bernstein and Bob Doll spelled out why we’re in a long-running bull market.

• 

  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.

• 

  FSI Adds 700 Advisors to Its Membership Rolls

  By James J. Green, AdvisorOne  |  March 15, 2013

  Berthel Fisher and WRP Investments will pay their reps’ membership dues for a year as FSI membership continues to grow.

• 

  The State of Investor Trust, or Distrust, Fiduciary and the CFP Board

  By Knut A. Rostad  |  October 25, 2012

  Is the argument over a fiduciary standard for all advice-givers, and the CFP Board's position on a fiduciary standard for CFPs, missing the bigger point?

• 

  4 Keys to Successful Technology Integration

  By John Sullivan, AdvisorOne  |  September 16, 2012

  It’s gone from being a competitive advantage to a business necessity.