News

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, 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.

5.23.18, 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.

5.18.18, InvestmentNews.com -Envestnet plans to add insurance to the ever expanding list of products and services it offers to financial advisers.

5.17.18, WealthAdvisor.com -Sometimes industry disruption happens down in the details and at other moments the changes come fast enough to make headlines. Either way, it's an opportunity to wealth managers who seize the moment -- and a warning shot to everyone else.

The launch of a new voice-driven assistant from Envestnet is one of the headline developments. The sizzle factor is instant: opening up client data to Alexa means that any advisor on the go can get a 5-minute briefing on demand.