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. Insights

    Bringing Impact Tools to Advisors

    Envestnet President Bill Crager on how The company is delivering impact investing technology platforms to financial advisors
  3. Financial Advisor

    Webinar: Incorporate Impact Into Your Practice

    Envestnet co-founder Jim Lumberg takes part in a webinar on how to incorporate impact investing into your practice.
  4. Personal Finance

    What to Look for When Looking for Financial Advice

    Good financial advice is timeless and timely; it never goes out of style. Here's how to identify the best type of advice from an advisor.
  5. Financial Advisor

    How Vanguard is Trying to Reach Millennials

    Managing Director of Vanguard's Financial Advisor Services, Thomas Rampulla, discusses the negative effects of the 2008 financial crisis on Millennials' ability to trust financial advisors.
  6. Investing

    6 Books for Rental Property Investors

    We'll look at six books that can help make you a better rental property investor.
  7. Tech

    Why Human Financial Advisors Are Insanely Valuable

    As the financial world becomes evermore digitized at a lightning pace, many wonder how relevant human advisors are. This is why they will always be needed.
  8. Investing

    Vanguard: Relationships, Not Technology, Will Get Advisors More Business

    Vanguard said it is relationship building, not technology, that will drive growth for financial advisors.
  9. Small Business

    StashInvest

    StashInvest wants to break the mold of traditional investment companies and brokers and make investing accessible to everyone.
  10. Investing

    Financial Advice With Zero Return

    Discover how a recent study indicates that many advisors do not increase investment returns.
Hot Definitions
  1. Donchian Channels

    A moving average indicator developed by Richard Donchian. It plots the highest high and lowest low over the last period time ...
  2. Consumer Price Index - CPI

    A measure that examines the weighted average of prices of a basket of consumer goods and services, such as transportation, ...
  3. Moving Average - MA

    A moving average (MA) is a widely used indicator in technical analysis that helps smooth out price action by filtering out ...
  4. Stop Order

    A stop order is an order to buy or sell a security when its price increases past a particular point in order to limit losses ...
  5. Inflation

    The rate at which the general level of prices for goods and services is rising and, consequently, the purchasing power of ...
  6. Candlestick

    A chart that displays the high, low, opening and closing prices for a security for a single day. The wide part of the candlestick ...
Trading Center