Updated Tuesday, September 16, 2014 as of 12:58 AM ET
Exclusive: Envestnet Taps Ex-RIA President for Executive Hire
While Envestnet is a leader in turnkey platform services for advisors, observers say the company still faces a host of challenges and needs someone whom RIAs can relate to in the trenches.
More in Technology
"Our industry is at the early stages of disruption by robo advisors. It's not a question of if this will happen but when and how much," says planner and industry consultant Deborah Fox. Here are three upgrades advisors need now. more »
For some advisors, a virtual office model offers advantages other than a reduction in costs. more »
Achieving these three goals can help advisors meet their firms' ultimate growth objectives, an online marketing exec tells advisors. more »
"Emails are a great way to share news but not a great way to have a conversation," a document management specialist tells advisors. more »
In client communications, wealth management professionals should be careful about using personal information and other data that could strike clients as "creepy," a new report finds. more »
From client interfaces to integration and digital signature, here's what's on tap at the four major RIA custodial firms. more »
Michelle Smith explains the advantage of specializing in divorce planning. more »
Like a few other banks with similar initiatives, Wells Fargo is not counting on a financial return for its new accelerator program. Rather, it's looking for more intangible benefits. more »
Deutsche Bank has hired two executives to oversee technology and operations. more »
The Connecticut company was an early adopter of branch modernization, starting an effort four years ago that has led to the closure of underperforming locations, enhanced digital offerings and use of universal bankers. more »
Diebold, best known as an ATM manufacturer, is rebranding and diversifying itself and promoting its consulting services on a popular banking topic: how to redefine branches as sales and service hubs. more »
'Our main objective is organic growth,' says Larry Roth, chief executive of Cetera Financial Group. more »
The Canadian bank's viral YouTube clip comes as the industry struggles to use social media effectively. more »
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