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Registered Rep. is finally changing its name

It'll be WealthManagement.com for online content and the print publication also gets a modified moniker

Thursday, May 17, 2012 – 5:03 PM by Brooke Southall
Admin:
no description available
In the old days, it was all good to call an advisory publication 'Registered Representative'

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July 27, 2022 – 2:27 AM

Envestnet and Edmond Walters end odd couple 'Apprise' relationship with buyout, but leave open the door to jointly pursue RIA-to-entrepreneur dashboard... later

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Envestnet turns to former FIS executive -- and replaces a CTO -- to help shape up the firm's disparate offerings into a unified whole around the concept of 'wellness'

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Mentioned in this article:

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

Envestnet Inc
TAMP
Top Executive: Jud Bergman




Maria Marsala

Maria Marsala

May 20, 2012 — 9:13 AM

Slow, I think is good, although 10 years is a long time, in anyone’s books. Changing a name is a big deal, especially when the name is also a title people used.

Who would have thought 10-15 years ago, that so many firms would be gone and that the direction clients are going is —- off Wall Street.

Heck, it took me a long time to not call FAs, RR’s even though I knew mine was an FA. :) As old habits take a while to totally disolve.

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