Next video:
Loading the player...

Brandon Thomas, Co-Founder and CIO of Envestnet PMC, discusses merging new technology with financial advice. Mr. Thomas is responsible for the development of PMC's investment policy, investment management and research offerings, development of new investment products, and alternative investment strategies. 

Related Articles
  1. Tech

    Why Advisors May Want to Get to Know Envestnet

    Envestnet may be the answer for advisors looking for a complete client service system. Here is the lowdown on its suite of offerings.
  2. Financial Advisor

    Envestnet CEO on growth, industry consolidation & tech

    Envestnet Chairman, Founder and Chief Executive Officer Judson Bergman on what's driving Envestnet's growth.
  3. Investing

    What is Impact Investing?

    What is impact investing?
  4. Insights

    Bringing Impact Tools to Advisors

    Envestnet President Bill Crager on how The company is delivering impact investing technology platforms to financial advisors
  5. Investing

    Toys 'R' Us Stock Doesn’t Exist: Here Is Why

    Learn why investors cannot trade stock in struggling toy retailer Toys 'R' Us.
  6. Personal Finance

    What Happens When You Don't Pay for Financial Advice

    You might think professional advice is unnecessary and just not for you. Here's why that type of thinking could be a big risk.
  7. Financial Advisor

    Tim Clift on beating benchmarks and shifting construction

    Tim Clift, Chief Investment Strategist at Envestnet, speaks with Investopedia about the changing landscape of impact portfolio construction, investment strategy performance, and the divide between ...
  8. Financial Advisor

    How Do I Pick a Good ESG Manager?

    Envestnet VP of Impact Investing Brett Wayman sits down with Dana Investment Advisors SVP Doug Classen to discuss finding the best qualified ESG advisors and the state of impact investing.
  9. Personal Finance

    The 2 Best Pieces of Financial Advice for Newlyweds

    Here's financial advice every newlywed couple should consider as they merge their finances.
  10. Personal Finance

    Do You Know What You're Paying Your Financial Advisor?

    It's important to know how your financial advisor is compensated.
Trading Center