News
10.19.17, WealthManagement.com - Out of an initial pool of over 500 entrants, here are the winning firms that took home a "Wealthie" at the Wealth Management Industry Awards, held Oct. 11 at the Plaza Hotel in New York City. The awards are meant to recognize recent initiatives that help financial advisors grow their businesses and better serve their clients.
10.5.17, by Brandon Thomas, Envestnet | PMC, InvestmentNews.com - Benjamin Franklin astutely observed in 1789 that "…in this world nothing can be said to be certain, except death and taxes," but investors can use the latter to their advantage to potentially increase the value of their portfolios. There is often a substantial difference between a portfolio's pre-tax performance and its after-tax performance, and if investors take an active approach to tax management as part of their investment strategy, they can reap significant rewards over the long term.
9.25.17, InvestmentNews.com - At the end of June, FolioDynamix had more than 3.2 million client accounts with more than $800 billion in assets, according to a press release. Combined, Envestnet will work with almost $2 trillion in assets and approximately 10 million investor accounts, according to the companies.
9.25.17, ThinkAdvisor.com - Over the past two years, Envestnet has been developing an open-architecture strategy it calls “Open ENV,” Bergman said, that he believes makes the firm “uniquely positioned” to integrate FolioDynamix’s platform into its own.
9.19.17, by Zachary Karabell, Envestnet, Inc., AdvisorPerspective.com - Astute investors know that buying when others are fearful can be a good strategy. Despite remarkably low market volatility, investors continue to avoid risk. This month, we examine previous periods of risk and investor behavior, when investors discarded normal valuation measures, threw caution to the wind, and suffered the consequences. But those periods have few parallels in today’s market environment, suggesting that carefully introducing some risk into portfolios may be timely.
8.28.17, ABA Banking Journal - Should wealth management services be purely digital? Adviser-assisted? Traditional? The answers may vary, but most experts seem to agree that the best strategic response may be a blend of both human- and robo-assisted services.
8.11.17, ThinkAdvisor.com - Advicent announced Monday that it is integrating with Envestnet to offer its NaviPlan financial planning software through Envestnet’s wealth management platform.
8.6.17, Wall Street Journal - Brandon Thomas, co-founder and chief investment officer at Envestnet, a research and advice provider for financial advisors, says, “Each of the measures is currently higher than its long-term average, prompting many market analysts to predict an impending market decline.”
8.4.17, Fund Technology -Advisor Group is planning to launch a new platform that applies the digital and automation capabilities of its robo-advisory tools in conjunction with its traditional advisory services geared toward in-person guidance.
8.2.17, Ignites - The firm’s broker-dealer unit has already overhauled its menu, bringing on Envestnet and Decoupage Technologies to change its advisors’ systems.