Picking, choosing or selecting a trustee is a pain in the neck. You have to think about who, when and what. Not for today or next week but way into the future. Ugh! What does a trustee do again? Asking a few right questions can make or break the trustee decision. Read more.
Envestnet is investing $1 billion over five years to transform advisor technology. The initiative enhances unified managed account capabilities with advisor-traded sleeves, seamless alternatives integration, and true household-level rebalancing. Advisors maintain control over investment decisions while outsourcing trading tasks across multiple custodians. Enhanced Envestnet | Tamarac integration delivers clearer client reporting and simplified portfolio management. The investment supports both cutting-edge technology and expanded human support, helping RIAs of all sizes scale efficiently while keeping client relationships at the center of the experience.
What a difference a year—and an election—can make. Just last fall, the Securities and Exchange Commission was hammering major brokerage firms.