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.
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.
5.3.17, ThinkAdvisor.com -Bigger and better was the theme for the Envestnet Advisor Summit in Dallas, which had its largest attendance ever, according to Jud Bergman, CEO of Envestnet, at the show’s first location outside Chicago.
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.
5.2.17, theTrustAdvisor.com - Envestnet announced an expanded data analytics product lineup that harnesses the power of data intelligence to efficiently uncover growth opportunities and provide critical insights for Envestnet, Yodlee, and Tamarac clients.
5.2.17, WealthManagement.com -While the total fee a client pays is declining, it is not coming at the expense of the advisors' fees. Rather, it's from the reduced cost of investment management. According to an analysis by Envestnet, the fee compression trend belies the fact that the vast majority is due to advisors seeking out lower-cost passive products. Envestnet found that the mean client fee in mutual fund and ETF wrap accounts declined 5.6 percent over the last three years, while mean client fees in separately managed accounts were down 3.6 percent over that same period.
4.18.17, thetrustadvisor.com -One of the most important concepts taught to MBA students in Investments 101 is that portfolio diversification is fundamental to a sound investment strategy. In 1952, Harry Markowitz, pioneer of Modern Portfolio Theory, coined the oft-cited phrase, “Diversification is the only free lunch” in finance. Diversification has earned this reputation because of its ability to produce superior risk-adjusted returns over time.
4.10.17, ThinkAdvisor.com - As the investment industry continues to innovate, a digital divide is opening between advisors who embrace technology to its fullest possible extent — by adopting digital tools, for example, that provide a more interactive and streamlined client experience — and those who do not.
4.3.17, Investment Advisor Magazine - The human capital issue is one of the most challenging facing the advisor community — finding successors to advisory firm founders and the related issue of attracting and retaining advisors who mirror the current gender, racial and ethnic diversity of the country (and advisors’ current and prospective client bases).
4.3.17, by James Lumberg, Co-Founder, Envestnet, Inc., InvestmentNews.com - An important step to becoming an adviser of the future is to embrace best-interest advice as a foundation for developing and maintaining trusted and enduring client relationships. Forward-thinking advisers understand that best-interest advice is the cornerstone for becoming an essential adviser to clients.