CHICAGO, IL, May 7, 2015—Envestnet | Retirement Solutions (ERS), a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV), announces that Securities America, Inc. will offer its more than 2,000 independent advisors access to ERS’s leading retirement advisor workstation. Securities America’s advisors will be able to leverage ERS’s platform to more effectively and efficiently meet the needs of retirement plan sponsors.
CHICAGO, IL, May 7, 2015—Envestnet, Inc. (NYSE: ENV) announced today that it has launched ENVESTAT, an industry analytics platform that will deliver insights, trends and predictions about investor behavior and advisory practices. ENVESTAT will be introduced today during the Envestnet Advisor Summit (http://www.envestnet.com/advisorsummit), which is underway at the Hilton Chicago.
CHICAGO, IL, May 6, 2015 – Envestnet, Inc., (NYSE: ENV) announced today that it has acquired Finance Logix, a technology company that provides leading-edge financial planning and wealth management software solutions to banks, broker-dealers and RIA firms.
CHICAGO, April 23, 2015 -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine have partnered to choose the finalists for the 11th Annual Separately Managed Account (SMA) Manager of the Year Awards.
CHICAGO, April 15, 2015 -- Envestnet, Inc. (NYSE: ENV) announces that Matthew McGinness has joined the firm as Managing Director of Strategic Consulting for Enterprises.
CHICAGO, April 9, 2015—Envestnet, Inc. (NYSE: ENV) has announced a strategic investment in AlphaHedge Capital Partners, LLC, which provides access to long/short equity strategies through separately managed accounts (SMAs). Terms of the transaction, which closed on April 1, 2015, were not disclosed.
CHICAGO, March 31, 2015 – Envestnet, Inc. (NYSE: ENV) has launched a new series of Factor-Enhanced Portfolios designed to combine the benefits of index-based investments with active exposure to key factors that strive to improve risk-adjusted returns compared with traditional market capitalization-weighted indexes.
CHICAGO, Mar. 26, 2015 -- Envestnet, Inc. (NYSE: ENV) will hold its annual Envestnet Advisor Summit from May 6-8, 2015 at the Hilton Chicago.
CHICAGO, Mar. 12, 2015—Following careful analysis of all the facts and figures compiled during 2014, Envestnet | Tamarac proudly announces the achievement of a series of significant milestones. During the previous 12 months, Tamarac has added approximately 150 RIA firms to its roster of clients, bringing the total to more than 800 firms managing client assets in excess of $500 billion. The dramatic increase in RIA clients has had an exponential effect on the number of financial accounts residing on the Advisor Xi platform, which now number more than 1 million.
Washington, DC, March 11, 2015 – The Money Management Institute (MMI), the national association representing the $4 trillion managed investment solutions and wealth management industry, announced today that it will honor Bill Crager, President of Envestnet, as its 2015 Advisory Solutions Pioneer. Mr.