As firms drive toward greater profitability and workforce retention, a new environment has developed—one where advisors have far less control over their business lives.
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.