News
FEW COMPANIES HAVE BEEN MORE instrumental in the growth of the independent advisor industry than Envestnet. Founded by two asset-management veterans 21 years ago as a turnkey asset management program provider, the Chicago-based firm now serves more than 100,000 financial advisors and touts $3.4 trillion of total platform assets.
Envestnet's Stuart DePina discusses how AI enables advisors to stay in touch with their clients.
The Envestnet CEO answers: What has the pandemic-induced quarantine shown advisers about their readiness to work remotely?
Envestnet | Yodlee, a data aggregation and analytics platform specialising in consumer spending data analytics, says asset managers are increasingly seeking out such alternative data insights in their hunt for alpha.
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.
FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, has formed a strategic partnership with financial planning software provider Envestnet | MoneyGuide that gives insurance-licensed financial professionals the capability to plan, research, propose, and manage annuity products from within MoneyGuide.
InvestmentNews - The firm is hoping to make it easier for brokers to embrace financial planning