A fiduciary standard of service governs almost all aspects of advisor interactions with their clients. Many advisors already adhere to strict standards of fiduciary duty. But to formalize and make oversight of practice activities more transparent and compliant,
The Envestnet Advisor Suite™ is an integrated set of solutions designed to empower advisors to act in the best interest of their clients.
Fiduciary Opportunity Toolkit
White Paper – The Fiduciary Opportunity™: Succeeding in a Changing Advisory Landscape
White Paper – The Brave New World of Fiduciary Duty for Broker-Dealer and Investment Advisers
Survey Results – Envestnet Fiduciary Standards Study
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Standard of Care Checklist
The Envestnet Advisor Suite™
This robust process helps you plan and document your activities in all client interactions.
In the News:
Article – Making a Case for Fiduciary, Financial Planning Magazine, July 2010 (pdf)
Recorded Webinar – Financial Planning Magazine Webinar, "Exploring the Fiduciary Opportunity"