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The group has so far vetted 15 products from asset managers like BlackRock and DWS for spots on its recommended list.
Over each of the past five years, a growing number of respondents to Investment Executive’s Brokerage Report Card have reported holding a discretionary portfolio licence. More than half (54.5%) of the advisors surveyed in 2021 held a discretionary licence, compared with 47.0% last year and only 35.8% in 2017.
Today is a very special episode with Dana D’Auria, CFA, Co-CIO at Envestnet PMC. She is also a member of Envestnet PMC’s Investment Committee and has nearly 15 years of experience managing and implementing investment solutions for wealth managers. Before this, she was Managing Director of Symmetry Partners.
Advisor Services Exchange, the enterprise-level collaboration between Envestnet and Dynasty Financial Partners, is introducing an outsourced CFO capability for all advisors.
Abe.ai (an Envestnet | Yodlee solution), a leader in AI-powered virtual assistant products for financial institutions and Lumin Digital (a PSCU company), a leading provider of online and mobile digital banking solutions, today announced a multi-year partnership that allows Lumin to offer Abe's fully-integrated Virtual Financial Assistant (VFA) to its clients.
The independent advice channel's two most dominant financial planning software providers each made announcements this week with one digging deeper into the decision-making process of borrowing money and refinancing, while the other is building more robust modeling for end-of-life cash flow.
The 49 companies that earned a spot in our ranking of the Best Fintechs to Work For this year had to respond nimbly, as the crisis demanded shifts in business strategy and leadership style.
Envestnet CEO Bill Crager, joins Jill Malandrino on Nasdaq #TradeTalks to discuss how to make the move to financial literacy and mindfulness in a digitized world.
Envestnet, the New York-listed wealth management systems firm, has made four senior appointments for its executive team.
Asset managers with environmental, social and governance (ESG) strategies need to prove that they are practicing what the preach to stay on Envestnet’s radar.