News
4.3.17, Investment Advisor Magazine - Calling Envestnet a software provider or an investment management company or a platform provider or a fiduciary enabler or a data company would not be inaccurate, but it's the integration of all those facets of the company that's the company's killer app.
5.23.18, Financial-Planning.com - As active management declines and smart beta, or factor investing, becomes an increasingly attractive passive investment option for investors, it's more important than ever for financial advisors to carefully weigh the strategy's pros and cons.
Passive investing has reached "critical mass," with $6.7 trillion in assets at the end of 2017, or 37% of total assets under management in the U.S., says Michael Pajak, investment analyst at Envestnet.
5.23.18, Investopedia.com - Tim Clift, Chief Investment Strategist at Envestnet, speaks with Investopedia about the changing landscape of impact portfolio construction, investment strategy performance, and the divide between active and passive management.
5.18.18, InvestmentNews.com -Envestnet plans to add insurance to the ever expanding list of products and services it offers to financial advisers.
5.17.18, ThinkAdvisor.com -Using its annual summit as a launch pad, Envestnet unveiled several new products and applications this week. Many of these products were designed with the goal of attaining “financial wellness,” a theme highlighted by Envestnet Chairman and CEO Jud Bergman and President Bill Crager in their opening keynotes.
5.17.18, ThinkAdvisor.com - “Once again we’re proud to be working with our partner Investment Advisor to present these awards,” said Tim Clift, chief investment strategist of Envestnet | PMC, at the start of the presentation. “Now in its 14th year, the Asset Managers of the Year competition recognizes best-in-class portfolio managers who outperform their peers, which is difficult even in the best of environments.”
5.17.18, WealthAdvisor.com -Sometimes industry disruption happens down in the details and at other moments the changes come fast enough to make headlines. Either way, it's an opportunity to wealth managers who seize the moment -- and a warning shot to everyone else.
The launch of a new voice-driven assistant from Envestnet is one of the headline developments. The sizzle factor is instant: opening up client data to Alexa means that any advisor on the go can get a 5-minute briefing on demand.
5.17.18, Barron's - Plenty of news this week out of Envestnet’s annual conference:
The wealth management technology company said it’s incorporating Amazon’s Alexa voice bot into its Yodlee data offerings, WealthManagement.com reports.
5.16.18, Financial-Planning.com -Envestnet is getting into the insurance business.
The technology and platform giant will begin offering insurance products on its platform later this year, Envestnet President Bill Crager said at the company's annual conference.
"We're going to fully integrate insurance into the life cycle of advice on the Envestnet platform," Crager said, while addressing the conference's opening general session.
5.16.18, ThinkAdvisor.com - Kicking off the Envestnet Advisor Summit 2018, Envestnet Chairman and CEO Jud Bergman equated the development of the food industry in the United States to how the RIA business is evolving through innovation and creativity into a financial wellness business, in which the role of the advisor will expand.
5.16.18, Wealthmanagement.com -Advisors have a plethora of tech tools at their disposal, from messaging apps to powerful portfolio management platforms. Envestnet’s Yodlee is adding one more option: Alexa. Amazon’s voice bot will be linked with Envestnet’s analytics-powered tool, called Envision IQ, which utilizes a new data management solution, Envision, to provide advisors with real-time insights for their clients, the company announced today.