CHICAGO, Jan. 12, 2016—Envestnet, Inc. (NYSE: ENV) has begun working with Jefferies Wealth Management to strengthen its service and product offerings. Jefferies Wealth Management, part of global investment banking firm Jefferies Group LLC, is utilizing the Envestnet platform to update its technology, offer a wider array of investment products and solutions, and create operational efficiencies which allow its advisors to devote more time to client engagement and portfolio management.
CHICAGO, Nov. 17, 2015 -- Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), has teamed up with Capital Group's American Funds® to create the American Funds/PMC Active Core Portfolios. This new series of mutual fund portfolios is constructed by selecting active managers whose funds have both high manager ownership and low expense ratios—characteristics that have tended to outperform market indexes and the broader universe of actively managed funds.
CHICAGO, Nov. 11, 2015 -- Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), has partnered with CAIS to make available to independent advisors access to third-party hedge funds and private equity funds.
CHICAGO, Oct. 7, 2015 -- Envestnet, Inc. (NYSE: ENV), announces the book launch of Success and Succession: Unlocking Value, Power, and Potential in the Professional Services and Advisory Space, an insightful look at leadership transition from the successor's perspective co-written by Jay Hummel, a senior vice president in the company's Advisory Services group.
The book, published by Wiley, is now available wherever books and eBooks are sold: http://tinyurl.com/Success-Succession
Chicago, IL, September 10, 2015—Envestnet, Inc. (NYSE: ENV) has successfully executed the first stage of integration between its ENV 2 platform and Finance Logix’s financial planning software.
Financial advisors using Envestnet and Finance Logix can now leverage the two systems to seamlessly create more holistic wealth management plans and, ultimately, generate more meaningful engagement with clients.
Chicago, IL, Aug. 25, 2015—Envestnet, Inc. (NYSE: ENV) announces that ENV 2, its next-generation platform, has been chosen by the Berthel Fisher family of companies to power the BerthelEDGE Investment Advisory Platform, an integrated, multi-custodial technology suite for its network of independent financial advisors.
CHICAGO, IL, Aug. 18, 2015 -- Envestnet, Inc. (NYSE: ENV) today announced plans to make NextShares™ exchange-traded managed funds available to financial advisors through the Envestnet wealth management platform as part of its advisor-as-portfolio-manager tools as well as through Fund Strategist Portfolios (FSPs).
Chicago, IL, July 29, 2015—Envestnet, Inc. (NYSE: ENV) continues to earn top wealth management industry awards.
Bill Crager, President of Envestnet, received the Money Management Institute’s (MMI) Advisor Solutions Pioneer of the Year Award. MMI’s Pioneer Award is given annually to an individual who embodies MMI’s mission to serve as an advocate and catalyst for the growth of the managed investment solutions and wealth management sectors. MMI also named Envestnet the Advisory Solutions Technology or Service Provider of the Year.
CHICAGO, IL, July 14, 2015 -- Envestnet | Retirement Solutions (ERS), a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV), has launched the ERS Fund Strategist Network (Network), a roster of institutional-grade and boutique strategic and dynamic fund strategists. The platform provides retirement plan advisors with access to quality unitized fund strategist portfolios, which are monitored by ERS.
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.