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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.
Envestnet PMC has rolled out a new unified managed account (UMA) program targeting high-net-worth and ultra-high-net-worth investors, with multi-asset class portfolios from some of the biggest asset managers.
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
ThinkAdvisor - First Citizens Bank and SunTrust’s LightStream have also been added to the recently launched loan platform.
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.