Envestnet

Despite the IBD converting much of its technology, HD Vest's COO says the process has been less painful because its planners are supportive of the changes.

The tax-focused IBD is betting on a switch to Fidelity and Envestnet while undergoing a cultural shift.

With the increased popularity of open architecture systems, fewer RIAs are operating their practices solely based on proprietary tech from a custodian.

Model marketplaces carry major potential for the industry, and experts from BlackRock and Envestnet say they’ve only just begun to make their full impact.

Michael Kitces, Moderator, Partner and Director of Wealth Management, Pinnacle Advisory, Hollie Fagan, Managing Director, BlackRock, Estee Jimerson, Managing Director – Head of Asset Manager Distribution & Engagement, Envestnet, Kunal Kapoor, CFA, Chief Executive Officer, Morningstar, Inc., Natalie Wolfsen, EVP and Chief Solutions Officer, AssetMark, Inc.

Envestnet sees asset management as poised for major changes as broker-dealers move to fee-based business.

The No. 1 IBD launched an investment offering aimed at the distributed ledger technology its research unit says could disrupt nearly every industry.

Advisors like the above-average returns and lower cost. But factor investing isn't risk free.

The platform provider is pushing the concept hard, but early reviews are mixed.

The tech giant's data division rolls out new apps for clients — and links to Alexa.