News
11.11.16, FinancialPlanning.com - Despite our differences in location, experience and strategy, all wealth managers and planners want essentially the same thing — to help our clients reach their goals while, at the same time, growing our practices.
This isn’t easy to do because back-office operations take time away from serving clients and reaching out to prospects. Inefficient legacy technology systems add to the problem, keeping goals for practice growth beyond reach.
11.9.16, WealthManagement.com - There is still much unknown about President-elect Donald Trump’s plans for regulatory oversight of the wealth management industry. But given the tenor of the campaign, it’s understandable that many are either fearful, or hopeful, that his surprise win for the White House, with his party holding a majority in Congress, will herald changes.
For many, what the administration will do to the impending Department of Labor’s fiduciary rule for advisors to retirement accounts is top of mind.
11.9.16, AdvisorPerspectives.com - On the morning after the election, experts from Envestnet | PMC attempted to answer: Will a new president signal a change in markets? What will a new administration mean for portfolios? Where are the investing opportunities in the short and long-term? The webinar featured Tim Clift, Chief Investment Strategist, and Brandon Thomas, Chief Investment Officer at PMC, and Zachary Karabell, Head of Global Strategy at Envestnet.
11.2.16, ThinkAdvisor.com -This new suite, called Impact Quantitative Portfolios, is managed by Envestnet's portfolio consulting group Envestnet | PMC.
To meet the growing demand for impact investment products, Envestnet developed the new climate change, ESG, and gender lens investing portfolios in partnership with Sustainalytics and Veris Wealth Partners.
Tim Clift is a chief investment strategist at Envestnet, a leading provider of integrated portfolio, practice management and reporting solutions to financial advisors and institutions. The company—among other services—provides the open architecture that allows more than 100 fund strategists to market their ETF and mutual fund model portfolios to investors everywhere using tools such as unified management accounts. Envestnet’s technology is changing the way investors invest, the way traders trade and even the way advisors help clients.
10.14.16, FPPad Bits and Bytes - On today’s broadcast, one Wells Fargo broker loses her job after a client spoofing attack, Envestnet acquires Wheelhouse Analytics, and another day, another new robo advisor.
10.14.16, Family Wealth Report - A study on the US wealth management market says integrating technology into a business frees up advisors to spend more time with clients, keep on the right side of ever-increasing regulation and ultimately deliver a more profitable business.
The findings come from a white paper, Technology Integration Turbocharges Advisor Productivity: Making Time for Clients, by Envestnet and Aite Group. Envestnet provides unified wealth management technology and services; Aite Group is a research and advisory business.
10.14.16, The Financial Express - Anilal S. Ravi, Executive Vice President of Envestnet, a leading provider of unified wealth management technology and services to investment advisers, told reporters here on Friday that unlike in the US where the markets and investment banking are on a high, in India things are only now falling in place in this sector.
10.11.16, FundFire.com - To prepare for the implementation of the DOL rule, Envestnet has embedded client-permissioned account aggregation to support meeting ‘know your client’ requirements, and to help with best interest assessments, says James Patrick, head of advisor services at Envestnet.
10.10.16, ThinkAdvisor.com - Envestnet launched technology solutions and consulting services to assist advisors and enterprises in complying with the Department of Labor’s fiduciary rule, which takes effect April 10, 2017.