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.
6.22.17, by James Lumberg, Investopedia.com - Impact investing is the latest topic on investors’ radar screen, boasting double-digit growth and widespread acceptance among those seeking to align their portfolios with their personal values. But it’s much more than a fad.
6.22.17, Barron's - With the S&P 500 up nearly 10% for the year through mid-June, many investors are nervous about what lies ahead. Even more nerve-wracking is that an outsized portion of the total returns have been generated by just a few stocks.
A few mega-technology companies have, in fact, been driving returns on and off for the past three years: the FANG stocks — Facebook (FB), Amazon (AMZN), Netflix (NFLX) and Google, which is now known to investors by its renamed corporate parent Alphabet (GOOG) — have recently been modified with...
6.13.17, InvestmentNews.com - Why are so many advisers making the move to independence? For many, it comes down to having greater control — over their business, lifestyle, income and the strategies they can offer. Moreover, according to a recent Envestnet study, three-fourths of advisers who transitioned to the RIA space were able to boost their financial situations.
6.8.17, WealthAdvisor.com -“Our new strategic beta ETF ranking methodology has been thoughtfully developed to provide advisors and home offices with a way to assess the relative merits of strategic beta ETFs,” said Janis Zvingelis, director of quantitative research at Envestnet PMC. “This framework is a valuable addition to PMC’s stable of quantitative ranking methodologies.”
6.7.17, ThinkAdvisor.com - Advice-centric focus aims to ‘transcend’ regulations to build deeper relationships and improve client experiences.
6.6.17, WealthManagementToday.com - Our first interview is with Bill Crager (@ENVCrager), co-founder and president of Envestnet, a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Bill was named a 2015 Pioneer by the Money Management Institute is also the co-author of The Essential Advisor: Building Value in the Investor-Advisor Relationship.
6.2.17, Barron's - Envestnet|Yodlee analytics unit analyzed more than 900,000 accounts from advisors who charge fees based on assets under management.
6.2.17, ThinkAdvisor.com - Reports of fee compression among financial advisors are overblown, according to new analysis from Envestnet, whose software helps financial advisors manage client accounts and enhance their practices.
6.1.17, www.iris.xyz - We got a chance to visit with Tim Clift, the Chief Investment Strategist at Envestnet | PMC, on the platform they’ve created for financial advisors to help them scale their business, using technology to help it grow and offering choice so they can tailor it to their practice.
5.30.17, MarketWatch.com - Back in the good old days, financial advisers earned a living by charging clients commissions on the sale of investments and insurance. Then, over time, financial advisers earned a living by charging clients a fee based on the assets they managed, typically 1%.