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Envestnet Advisor Summit 2016
7 posts
Envestnet Advisor Summit 2016: ‘Fiduciary Rule Bad for Long-Term Business’
An early afternoon interview on an outdoor patio adjacent to the Chicago Hilton brought welcome relief for Brian…
Envestnet Advisor Summit 2016: ‘401(k) Participants Are Not An Afterthought’
“401(k)s platforms are about servicing the plans, not improving outcomes,” Babu Sivadasan said from the Envestnet Advisor Summit…
Envestnet Advisor Summit 2016: Envestnet Unveils New Tech Platform
A major tech announcement from Envestnet at it Advisor Summit 2016 in Chicago on Wednesday, as the company…
Envestnet Advisor Summit 2016: How Much is an Advisor Really Worth?
How much is an advisor really worth? Do they really add enough value to justify their fees? It’s…
The Single Biggest Problem with 401(k) Product Performance is …
“401(k) platforms demand closet indexers,” Tom Howard bluntly, and emphatically, states. “They want name brands with high assets and…
Envestnet Advisor Summit 2016: What is the Role of the Essential Advisor?
“What is your specialty?” “We’re good at Social Security planning.” “What are you focusing on now?” “We’re really…
Envestnet Advisor Summit 2016: Bergman Channels Kasparov
Jud Bergman channeled chess great Garry Kasparov to kick off Envestnet Advisor Summit 2016 in Chicago on Wednesday…