Marketing chief Asnes leaves Envestnet, launches own firm

New venture to focus on strategic messaging, content generation, marketing.
AUG 22, 2013
Marion Asnes, marketing chief at Envestnet Inc., has left the firm, launching her own consulting practice, Idea Refinery LLC. At her new venture, Ms. Asnes will specialize in strategic messaging, content generation and marketing. She is currently working on some custom-content projects for InvestmentNews. “I was ready to take on new things; it was just that time,” Ms. Asnes said. Though she has left Envestnet, the firm is currently her biggest client. “That’s a very warm relationship,” Ms. Asnes said. A call to Envestnet's president, Bill Crager, was not immediately returned. Other companies she’s working for include Impact Communications Inc., a marketing firm headed up by Marie Swift. For now, Ms. Asnes expects to build her client base in the financial services industry, but she may expand that. “I’ve been approached by others in other industries, and I haven’t taken those clients yet,” she said. “I want a secure base in an industry I know well and that knows me. Then I’ll move outward.” Ms. Asnes joined Envestnet in 2010 after leaving her post as editor-in-chief of Financial Planning magazine.

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave