unified managed account programs

Can Client-Directed UMA’s Help Defend Against Robo-Advisors?

“Without change there is no innovation, creativity, or incentive for improvement. Those who initiate change will have a better opportunity to manage the change that is inevitable.” — William Pollard, Physicist The rate of change and innovation in the wealth management industry has been tremendous over the past few years. Technology-heavy, online registered investment advisors […]

envestnet advisor summit 2015

Envestnet Advisor Summit 2015 Quick Twitter Recap – Day 2

Another jammed-packed day of advisor information at the Envestnet Advisor Summit 2015 from a very sunny Chicago.  It was 80 degrees outside yesterday, but for the 1,600 advisors attendees here, it was cool and comfortable as they soaked up the tips, instructions and best practices for Envestnet’s ever-growing suite of products and services. Take a […]

envestnet advisor summit 2015

Envestnet Advisor Summit 2015 Fast Twitter Recap – Day 1

I’m here is sunny Chicago, enjoying the unusually nice weather, deep dish pizza and Goose Island beer, while attending the Envestnet Advisor Summit 2015.  This is a quick overview of some of the key information presented during the first day of conference. Follow us on Twitter to get live updates from the next two days […]