Envestnet

Envestnet CEO Jud Bergman says experts plus machines deliver better outcomes than experts or machines alone.

The annual Tech Survey reveals the trends that will separate future digital winners from losers.

Fragmented programs can squash productivity and firm growth.

Digital tools can supplement human advisors with ongoing counsel while the latter can also take over when an investor needs reassurance.

New regulatory demands force platform providers to either build additional capabilities or acquire successful companies, analysts say.

Turn these major fears into motivators for pursuing greater success, says Scott Collins, director of brokerage independence at TD Ameritrade Institutional.

Embracing technology is no longer an option. Here’s how David Root of D.B. Root & Co. uses it to build his brand and finds prospects.

Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.