News

5.8.17, ThinkAdvisor.com - Brooks Friederich, director for Fund Strategist Portfolios at Envestnet | PMC, reported at last week’s Envestnet Advisor Summit that the third-party strategist space on Envestnet’s platform now top $60 billion in assets and offers 130 strategist options. One indication of the growing popularity of these portfolios is the annual SMA awards that Envestnet and ThinkAdvisor present annually, which have included a strategist category since 2016.

5.5.17, InvestmentNews.com - The advisory firm of the future will provide the nation's 92 million millennials with digital services that most advisers can't really imagine today.

But adviser technology provider Envestnet asked about two dozen college students to conceive a plan for such a business last summer. The millennials spent eight weeks creating plans for a financial service that would spur them and their giant generation to begin investing. They conceived "Zenvestr."

5.5.17, ThinkAdvisor.com - Addressing a filled ballroom at this week’s Envestnet Advisor Summit, Gergen explained, “President Obama triumphed when Congress passed health care reform after seven other presidents and tried and failed,” but the very narrow victory in the Senate (by one vote) and House (by five votes) meant that health care became a political football, and it remains that today, said Gergen.

5.5.17, WealthManagement.com - With every bank, custodian and brokerage investing in a technology platform for advisors, the pressure is on fintech companies to offer advisors something they can’t get elsewhere.

Or as Envestnet CEO Jud Bergman put it, “go a step beyond” other technology options. Over three days at the annual Envestnet Advisor Summit in Dallas, the Chicago-based technology company laid out how it plans to do that with a tightly integrated ecosystem bringing together the acquisitions its made over recent years.

5.4.17, ThinkAdvisor.com - At this year’s Advisor Summit currently underway in Grapevine, Texas, Envestnet introduced its Essential Advisor Certification Program designed to help advisors guide clients through important investment decisions during their lifetimes. Envestnet also presented its first annual Essential Advisor Awards to three advisors who exemplify that role.

5.4.17, by Zachary Karabell, Envestnet, Inc., Seeking Alpha - After a rousing start to the year, equity markets have been in a calmer state and bond yields have leveled off, leading investors to question whether global geopolitical and election concerns (and our own domestic legislative challenges) may be signaling that trouble lies ahead. A rapid market correction is always a possibility, and a surge in equity prices can occur just as quickly.

5.4.17, ThinkAdvisor.com -Bonds can solve a problem or create one, according to Paul Matlack, senior vice president, senior portfolio manager and fixed income strategist for Delaware Funds Macquarie Investment Management. "The days of making equity-like money out of bonds [are] gone," Matlack said during a session at the Envestnet Advisor Summit on Thursday.

5.3.17, ThinkAdvisor.com - The demand for impact investing has spread from institutional investors to retail investors, leaving financial advisors little choice but to include such investments if their clients want them, and more of them do.