Leigh Eichel and Ayal Bahary at Alpha Vee recently provided a live overview of their investment models and what makes them not only special but essential parts of an alert advisor's solution set. The video wasn't listed but if you don't know them yet, now's your chance to get a look behind the scenes.
President Donald Trump has turned his attention to a long-standing Wall Street practice, reviving a debate that could reshape the flow of information.
Backed by the recent acquisition by Bain Capital, Envestnet's roadmap signals a strong continued focus: toward critical areas of platform unification, enhanced Unified Managed Account (UMA) infrastructure, flexible household modeling, the integration of multiple investment types, and expanded tools to help advisors deepen and expand client relationships.