 The Advisor Now portal is part of the firm’s push “to help advisors deliver high-quality personalized, and holistic wealth management services where and when clients want them.”Jud Bergman, CEO, Envestnet. |
Envestnet Offers Digital Tool to Battle Robo-Advisors
Bernice Napach | Think Advisor, May 2015
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Summary: A day after Envestnet CEO Jud Bergman welcomed attendees at this year’s Advisors Summit with a pledge to help them cross “the digital divide,” the company announced a new digital portal
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