In the News

How Independent Financial Advisors Can Ride the Wave of Interest in Investing

Entrepreneur Magazine - Demand for expert financial advice is growing -- and this presents an opportunity for independent advisors. According to Cerulli Associates, the percentage of affluent and nearly affluent households investing with financial advisors grew from 50 percent in 2008 to 84 percent in 2012, reflecting the challenges presented by increasingly complex financial markets as well as individuals' desire for more personalized and effective investing strategies.

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Judson Bergman
Founder and CEO, Envestnet, Inc.