Articles tagged "Envestnet"
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How Fortigent got $50 billion on its platform by treating an RIA pain-point
The Rockville, Md.-based company was early in the high-end of the market but other outsourcers are catching on
September 12, 2011 at 1:51 PM
Envestnet and Chip Roame forge stronger tie
The large outsourcer has installed the high-profile consultant on its board of directors
August 16, 2011 at 3:05 AM
100 advisors convene with Envestnet's Crager and Stategas' Rissmiller to share strategies for managing the market turmoil
Some clients are doubling down on equities
August 11, 2011 at 3:00 PM
Why exactly Envestnet bought an investment manager that already sat on its platform
The $24 million purchase means FundQuest advisors will have direct access to PMC funds and avoids 'customer inducement costs'
August 8, 2011 at 4:57 AM
Larry Roth has AIG playing offense again in the advisor game
The CEO is looking for big acqusitions and ways to compete for big RIAs
July 22, 2011 at 1:55 PM
Envestnet unbundles portfolio management software for RIAs and it won't be a sideshow
The Chicago firm serves 19,000 TAMP clients with technology, now it wants to take on Advent/Black Diamond
July 6, 2011 at 4:17 PM
HighTower dangles array of hedge funds to lure breakaways
Wirehouses have nothing on independents when it comes to access to hedge funds, firm says citing three-year study
June 23, 2011 at 2:39 PM
Five recent articles that show the RIA business just keeps hitting milestones
Advent buys Black Diamond, Carson goes RIA, Duran champions consolidation, Schwab goes full-out into franchises, Brightscope grades RIAs
June 21, 2011 at 2:44 PM
AIG's Advisor Group introduces a 100%-payout for big RIAs as part of a massive revamp of its fee-based platform
The company is seeking to address the issue of having 65% of its advisors still managing assets themselves rather than using managers
June 9, 2011 at 2:29 PM
Envestnet and other TAMPs keep the asset train rolling in the first quarter
Genworth had a rare deceleration in net flows but it'll be short-lived after a new product launch, according to Gurinder Ahluwalia
May 19, 2011 at 3:21 PM
Former MSSB exec powers up Washington Wealth Management as branch-manager franchise
RIA structured as an independent branch network rises in Virginia's horse country on Fidelity platform
April 11, 2011 at 2:42 PM
Envestnet to zero in on RIAs and family offices
Two new hires from Fidelity's National Financial and Fortgent LLC reflect the outsourcer's strategic direction
March 28, 2011 at 2:18 PM
TAMP assets came easily to Genworth, Envestnet and Loring Ward in 2010 and the fourth quarter sizzled
Giant SEI had a big turnaround but ended on a down quarter
March 10, 2011 at 5:38 AM
(Updated) Groundbreaking SEC study would smash old regulatory system, creating fiduciary brokers and more regulated advisors
Controversy and conflict emerge as SIFMA, Schwab and others begin to react
January 24, 2011 at 3:16 PM
Envestnet deepens relationship with PIMCO, BlackRock and other big guns of investment management
Wirehouse broker demand and the TAMP's critical mass help usher in the changes
