Taking the time to be clear on your goals and fully understand your options will help eliminate the misperceptions and allow you to focus on the potential that lies ahead.
Envestnet President Bill Crager got a devastating phone call on Oct. 3 when he learned that Envestnet co-founder Jud Bergman had passed away. Here’s what happened next.
'I’ve gone through several mergers in the financial services industry, and I want to be prepared for what the options could be,' said Sam Dedio, an RIA managing $7 million in client assets.
The firm is working on its client mobile app, texting capabilities and new account opening process, said Rich Steinmeier, head of business development.