NEW YORK, Feb. 17, 2015 -- Global Financial Private Capital, one of the country's fastest growing RIAs, has chosen HiddenLevers portfolio stress testing platform as the central technology tool for helping advisors grow their practice.
"These last few months have been a success in quickly rolling out HiddenLevers to our top advisors to help them work toward increasing their client rosters," said Michael Dixon, CEO of Global Financial Private Capital LLC.
Envestnet | Retirement Solutions' Integrated Practice Management and Fiduciary Services Platform to Support Growth of Retirement Plan-Focused Advisors Affiliated with Cetera Network of Broker-Dealers
CHICAGO, Jan. 13, 2015 -- Envestnet, Inc. (NYSE: ENV), announces that Six firms— BlackRock, Invesco, Ltd., Neuberger Berman, Beaumont Capital Management, Innealta Capital, and The Capital Group's American Funds Distributors, Inc.—have agreed to provide original content for Envestnet Institute (http://www.envestnetinstitute.com), its unified education portal for empowering registered financial professionals.
CHICAGO, Dec. 17, 2014 -- Envestnet, Inc. (NYSE: ENV) announces that Lori Hardwick has been promoted to Group President, Advisor Services. In this newly created position, Ms. Hardwick, who has been with Envestnet since its inception 15 years ago, will have expanded responsibility for all relationship management and sales operations across the firm. This change in organizational structure will enable Envestnet to align more closely with the needs of its advisor clients as the firm continues to grow.
CHICAGO, Dec. 11, 2014 -- Panel discussion, scheduled for January 7, 2015, will feature commentary, insight, and predictions from top investment strategists:
CHICAGO, Dec. 3, 2014 -- HighTower has integrated Envestnet | Retirement Solutions (ERS) to its world-class technology platform, providing HighTower advisors with a comprehensive retirement plan solution to meet a wide variety of client needs.
CHICAGO, Nov. 20, 2014 -- Envestnet | Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. (NYSE: ENV), and a leading provider of unified retirement technology and services to advisors, has entered into a partnership with Alerus Retirement Solutions, a division of Alerus Financial, N.A. ("Alerus") to offer ERS's advisor platform and fiduciary services to advisors and sponsors that work with Alerus.
CHICAGO, Nov. 6, 2014 – Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors, announces streamlined trade processing as part of its ongoing integration efforts with Schwab OpenView Gateway™. Trades can now be sent directly from Tamarac's Advisor® Xi platform to Schwab Advisor Center®. This new integration, currently in pilot, will be rolled out to mutual advisor clients over the next few weeks of this quarter.
CHICAGO, Nov. 5, 2014 – Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated and web-based portfolio and client management software for independent advisors, announces the launch of its Advisor View™ app for iPad users, which will be available in the first quarter of 2015. The app, which is the latest solution from Tamarac that advisors can use to further their engagement with clients, can be custom-branded for Registered Investment Advisors (RIAs) by Tamarac and placed in the Apple Store for those firms' employees and clients to download.
CHICAGO, Oct. 22, 2014 - Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, has released an original study for Registered Investment Advisors (RIAs) to use as a resource before, during and after the implementation of new wealth management software.
The full white paper, including two RIA case studies, is available on Tamarac's website: www.tamaracinc.com/White-Papers.aspx