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The Envestnet CEO answers: What has the pandemic-induced quarantine shown advisers about their readiness to work remotely?
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.
Financial Advisor IQ - Envestnet | PMC, Envestnet’s portfolio consulting group, says it’s launched a new suite of unified managed accounts aimed at financial advisors serving high-net-worth and ultra-HNW clients.
WealthManagement.com - A year after announcing a surprise joint venture, Edmond Walter's secretive Apprise Labs is gearing up for broad market launch this spring.
Citywire - Envestnet wants to rebuild the financial planning process around data, interim CEO Bill Crager said at the T3 conference in San Diego.
InvestmentNews - The firm is hoping to make it easier for brokers to embrace financial planning
ThinkAdvisor - First Citizens Bank and SunTrust’s LightStream have also been added to the recently launched loan platform.
7.20.18, ThinkAdvisor.com - The RIA industry seems to be in a sweet spot: Demand for financial advice and planning is growing while the number of advisors is shrinking, but firms are also facing many challenges.
7.18.18, Citywire USA - Turnkey asset management program Envestnet is looking to bolster its research ranks with two new gatekeepers.
The firm’s Portfolio Management Consulting (PMC) group is planning to hire a model portfolio manager and a research analyst.
7.12.18, On Wall Street - Model marketplaces can help advisors on multiple fronts, but only if they move on from the world of Excel spreadsheets and the rep-as-portfolio-manager model.
The industry’s movement to fee-based business and new technologies have fed the growth of the model marketplaces, but the outsourced strategies have only just begun to make their full impact, according to experts who spoke Wednesday on a panel at SourceMedia’s In|Vest conference in New York.