DALLAS—May 3, 2017—At its annual Advisor Summit this week, Envestnet, Inc. (NYSE: ENV) introduced the new Essential Advisor™ Certification Program and Essential Advisor™ Awards. Designed in partnership with Cannon Financial Institute, Inc., the Essential Advisor™ program arms financial advisors with the tools they need to help clients navigate financial decisions through every stage of their lives.
DALLAS—May 2, 2017—Envestnet (NYSE: ENV), a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions, today announced an expanded data analytics product lineup that harnesses the power of data intelligence to efficiently uncover growth opportunities and provide critical insights for Envestnet, Yodlee, an
CHICAGO—April 5, 2017—Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine have selected finalists for the 13th Annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards. The awards pay tribute to best-in-class portfolio managers, and will be presented during the 2017 Envestnet Advisor Summit, which is taking place May 3-5 at the Gaylord Texan Resort & Convention Center in Grapevine, Texas (http://www.envestnet.com/advisorsummit).
CHICAGO – March 30, 2017 – Envestnet, Inc. (NYSE: ENV) will host its sixth annual Envestnet Advisor Summit May 3-5, 2017 at the Gaylord Texan Resort and Convention Center in Dallas, Texas. The conference is expected to draw more than 2,000 investment professionals from across the country to talk about today’s investment climate and strategies to support financial advisors as they grow their business in 2017 and beyond.
CHICAGO—March 16, 2017—Envestnet, Inc. (NYSE: ENV) announced today that it is one of the Bank Insurance and Securities Association's (BISA) 2017 Technology Innovation Award recipients.
CHICAGO—March 15, 2017—Envestnet, Inc. (NYSE: ENV) received three 2017 Family Wealth Report Awards at an awards dinner held at the Mandarin Oriental in New York City on March 2, 2017. The firm won in the Portfolio Management, Compliance and Outsourcing/Business Process Outsourcing categories.
CHICAGO—March 6, 2017—Envestnet, Inc. (NYSE: ENV) announced today that the firm has won a 2017 Private Asset Management (PAM) Award for Best Outsourced CIO Solution. The award recognizes high performing investment firms and wealth advisors that are paving the way to offer investment intelligence in key areas to help advisors meet their clients' investment goals.
CHICAGO—February 1, 2017—Envestnet, Inc. (NYSE: ENV) is providing Mercer Advisors Inc. with access to a unified end-to-end platform that enables the fee-only total wealth management firm to seamlessly service all RIA and trust assets.
CHICAGO—January 24, 2017—The Trump administration has issued a memo to all federal departments and agencies to freeze indefinitely rulemakings not yet finalized and to delay by 60 days implementation of those rules finalized but not yet implemented, including the Department of Labor’s (DOL) Fiduciary Rule.
CHICAGO—October 26, 2016— Envestnet, Inc. (NYSE: ENV) has launched a new series of the Quantitative Portfolios (QPs) managed by Envestnet's portfolio consulting group, Envestnet | PMC. The PMC Impact Quantitative Portfolios comprise a new suite of products that brings together beta exposure, tax efficiencies, and market index returns with environmental, social, and governance (ESG) investment preferences in a single, low-cost, and passively managed SMA (separately managed account) structure.