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.
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.
7.2.18, ThinkAdvisor.com - Investment Advisor spoke with the 2018 Envestnet Essential Advisor winner, who was recognized for her professional values and dedication to investors at a recent conference.
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, 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.
5.17.18, 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, 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.