The way that advisors interface with ETFs has changed in recent years. The application of technology to the space has progressed to the point where everyday advisors are accessing strategies only available to institutional clients before.
Envestnet is one of the technology companies powering the innovation behind low cost, institutional-grade strategies. Tom recently spoke with Jim Patrick, EVP at Envestnet about where he thinks things are moving and how advisors can utilize technology to produce better results for clients.