News
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.
The Certified Financial Planner Board of Standards Center for Financial Planning has collaborated with Dalton Education to launch the Dalton Education CFP Exam Review Course Scholarship that seeks to advance diversity in the financial planning profession, they said Thursday.
What if artificial intelligence could tell you that your client was exhibiting some of the behavioral patterns of other advisory clients who have fired their advisors? Actually, this capability already exists, and it’s one of the ways that AI will change the RIA business.
Registered investment advisers and broker-dealers a part of the Envestnet network will now have the option to manage trust and estate planning accounts for their clients thanks to a new integration with Trucendent.
The English language is constantly evolving. We adopt new words, outdated words get phased out, and we adapt the definition of existing words to better meet our needs. In an industry like financial services, which is in an almost constant state of transformation, it’s no surprise many words evolve behind their traditional meanings almost overnight.