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 […]

Oranj David Lyon

Oranj David Lyon: We’re The Un-Robo-Advisor

Today, using Uber to hail a cab, Amazon to buy electronics or Venmo to transfer money have become commonplace. Dealing with a live person to handle every day tasks seems almost quaint and old fashioned.  So, why would engaging with a financial advisor be any different? As reported in a recent Boston Consulting Group study, […]