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Our latest Advisor Pulse, week of 3/30-4/3 is out! Advisors remain very active, making small changes to client port… https://t.co/jXPyNM4mn6

57 min 29 sec ago

Developing the Roadmap

Advanced research, integrated analytics, and expert advisory support to help build winning portfolios and recommendations.

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Broad access to more than 15,000 products, hundreds of SMA managers, and our elite network of strategists.

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Apply advanced analytics tools to a comprehensive set of data to uncover practice and portfolio trends and business advantages.

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Envestnet @ENVintel
Our latest Advisor Pulse, week of 3/30-4/3 is out! Advisors remain very active, making small changes to client port… https://t.co/jXPyNM4mn6

57 min 29 sec ago

The Power of Unified Advice

Our unified advice platform empowers advisors with better intelligence to help make financial wellness a reality for more people.

Better intelligence.Better financial outcomes.Better lives.

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COVID-19: Weekly Client Update

View the latest update from Bill Crager on the steps that Envestnet is taking to ensure the continuity of our service and the health and safety of our amazing staff who delivers it.

Envestnet Advisor Summit Canceled

We have been closely monitoring the rapidly evolving situation with the coronavirus (COVID-19) for the past few weeks, hoping that things might take a turn for the better by the time April 29 rolls around. This does not appear to be likely. As a result, and after much thoughtful consideration, we have made the difficult decision to cancel this year’s Advisor Summit in Austin, TX (April 29-30).

Envestnet | Tamarac provides the most comprehensive technology solution for independent RIAs, with the expertise and staff to support your firm every step of the way.

Envestnet | Yodlee is the leading data aggregation and data analytics platform, helping consumers live better financial lives through our innovative products and services.

Envestnet | PMC provides best-in-Class solutions to streamline investment management.

Envestnet | MoneyGuide is dedicated to making goal-based financial planning efficient and approachable.

Building the Financial Wellness Network

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Envestnet Announces Leadership Appointment

Envestnet's Board of Directors of announced today the following leadership appointments.

3 Tax Management Approaches to Help Demonstrate Your Value During Market Volatility

Given recent market volatility, your clients are likely concerned about their finances and worried about the future. Unfortunately, market behavior is far from within your control. However, this can be an ideal time to demonstrate the value of your advice in helping your clients manage the aspects of their portfolios that are within control. Taxes are often top-of-mind this time of year and can be a great place to start.

Using Behavioral Finance Concepts to Create Better Client Relationships in a Bear Market

Incorporating behavioral finance concepts into your financial planning process can help you and your clients stay on track for meeting financial goals, particularly during a bear market. John Forlines III, CIO of W.E. Donoghue & Co., LCC and Professor of Behavioral Finance at Duke University, recently joined us for a webinar to discuss how you can coach your clients through this difficult time.

Envestnet Institute: Curated Educational Content to Help You Respond to Market Events

The impact of COVID-19 on the markets and the financial industry cannot be understated. Staying aware of day-to-day changes and trends can help you adjust your strategies and address client questions and concerns. Envestnet Institute can help you stay up to date with access to resources from a variety of asset managers in one consolidated location, including webinars, articles, podcasts, and more.

6 Ways to Support Your Clients During Periods of Market Volatility

In times of market volatility, investors need the ability to turn to a real person and ask the most human question: “What should I do?” This presents a valuable opportunity for you to fulfill the essential role of counselor, offering unified advice and insight to help your clients manage their emotions and their wealth on the path to achieving financial wellness.

How to Stay Productive and Engaged When Working Remotely

Many companies around the world have recently rolled out mandatory work-from-home policies amid the spread of COVID-19. This may be a new experience for you and your team – and for your clients – who may feel increasingly anxious and concerned.

Here are some tips to help you stay productive and engaged as you navigate your business remotely.

Envestnet to Expand Footprint Further in 'Silicon Raleigh' With Move into 'Tower Two at Bloc[83]'

Envestnet to Expand Footprint Further in 'Silicon Raleigh' With Move into 'Tower Two at Bloc[83]' Modern High-Rise Office Building in Most Coveted Neighborhood Will Enable Envestnet's North Carolina-Based Teams to More Than Double Their Headcount.

Spring Cleaning Your Clients’ Portfolios

The second quarter of the year coincides with the start of spring and offers an opportunity to take a “spring cleaning” approach to your clients’ portfolios. Proactively engaging with your clients to reaffirm or update the strategy you have in place can set the stage for a productive rest of the year and serve as a valuable connection point for your relationships.

4 Trends We’re Seeing in the Strategist Portfolio Space

February 25, 2020

Over the past several years, advisors have been increasingly partnering with strategist firms, like our own Fund Strategist Network, to help with the investment management component of their practice. While traditionally a key aspect of an advisor’s value proposition, outsourcing asset allocation, portfolio construction, tax management, risk management, and related activities to these firms has given advisors the opportunity to focus on other wealth management services to help enrich the client experience, enhance relationships, and enable improved outcomes.

Envestnet Offers a “New Playbook” for Advising Gens Y & Z

February 21, 2020

T3 Tech News - Over 3 decades, economic changes have reshaped the financial lives and dreams of young Americans, impacting Millennials the hardest. In this new white paper, written by Karen Lanzetta, head of market research at Envestnet, financial advisors will learn how to attract and serve this younger demographic.