February 26, 2026
Our Q1 2026 adaptive wealthtech release
Envestnet blog: financial technology insights and perspectives
DATA SOLUTIONS
The decision intelligence insights defining advisor success in 2026
Discover and explore the high-impact opportunities financial advisors are using AI for to make better, more informed decisions across portfolios, plans, and client behaviors.
February 27, 2026
FINANCIAL ADVISOR
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FINANCIAL PLANNING
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PLATFORM & INTEGRATIONS
The planning gap: A prospecting and growth opportunity for advisors
Those who need financial plans the most often hesitate to engage advisors. Our new scalable planning tool helps advisors address underserved clients and attract prospects to best meet the moment.
March 10, 2026
WEALTH MANAGEMENT
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WEALTH SOLUTIONS
A practical playbook for advising HENRY clients
HENRYs need decision guidance before income becomes wealth. Advisors win by clarifying complexity, timing, and trade-offs early.
February 25, 2026
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Trading & Portfolio Management
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Trading & Portfolio Management
Investing in a “tariff-ic” world
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Top ETF trends on the Envestnet platform
April 02, 2025
Retirement
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Trading & Portfolio Management
401(k) managed accounts: A personalized alternative to TDFs
December 20, 2024
Asset Management
Are active and passive ETFs gathering assets this year?
May 31, 2024
Trading & Portfolio Management
Analyzing Q1 2024 active and passive asset classes
April 19, 2024
Trading & Portfolio Management
Are fixed income ETF allocations shifting?
February 27, 2024
Trading & Portfolio Management
Factor ETFs are a modern twist on active management
December 14, 2023