In the News
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After hitting $2.7 trillion in RIA assets, Envestnet adds an RIA executive position to expand wallet share with existing wealth clients -- many of them Tamarac users
Sean Meighan joins Envestnet as Head of RIA Distribution.
Disclosure: Envestnet provides endorsements in connection with strategic partnerships we have entered into with BlackRock, SSGA, Fidelity, and the affiliated registered investment advisers of Franklin Templeton (each a “Premier Partner”). The Premier Partners will pay Envestnet compensation for this endorsement, which creates an incentive for Envestnet to recommend Premier Partners to you, resulting in a material conflict of interest for Envestnet...
Delivering a Family Office Experience at Scale with Michael Featherman
Michael Featherman, Head of Advisor Sales and Wealth Consulting at Envestnet, joins Advisorpedia Podcast to talk about helping advisors scale their high-net-worth offerings.
(Red Oak ID: 4425697)
The Secret to Scaling Personalized Wealth Management with Andrew Stavaridis
Andrew Stavaridis, Chief Relationship Officer at Envestnet, speaks about how advisors can better serve high net worth clients.
(Red Oak ID: 4425697)
Envestnet taps Atria alum Sean Meighan to sharpen RIA focus
Sean Meighan was appointed as Head of RIA Distribution, a newly created position aimed at strengthening the firm’s outreach to independent advisors.
(Red Oak ID: 4566834)
What's Next for Envestnet?
CEO Chris Todd sat down with Evan Simonoff for a deep dive on what's next for Envestnet.
The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this article is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Past performance is not indicative of future results. Envestnet and its representatives do not render tax, accounting or legal...
Envestnet’s Chris Todd On Strategy For The Newly Private Firm
Chris Todd, CEO of Envestnet, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the future of Envestnet as he joins the newly private firm.
(Red Oak ID: 4461079)
Envestnet CEO Chris Todd on Understanding the Evolving Needs of Financial Advisors
Envestnet’s CEO Chris Todd joins Asset TV from Envestnet Elevate to discuss his initial priorities as CEO, positioning the company to solve for the needs of financial advisors, and implementing client feedback into the platform’s roadmap.
(Red Oak ID: 4425668)
Envestnet’s Chief Relationship Officer Andrew Stavaridis on Delivering Technology to Better Serve High-Net-Worth Clients
Andrew Stavaridis, Chief Relationship Officer at Envestnet, joins Asset TV from Envestnet Elevate to discuss how the platform is evolving to better serve high-net-worth clients, investing in UMA technology, and providing practice management support to advisors.
(Red Oak ID: 4425668)
The Power of Steady Advice in Unsteady Markets With Dana D’Auria
Dana D’Auria, Group President and Co-Chief Investment Officer shares how advisors can support clients through turbulent markets by staying connected, reinforcing long-term discipline, and ensuring portfolios align with risk tolerance.
(Red Oak ID: 4425697)
Where Scale Meets Strategy: Why Advisors Choose Envestnet for Long-Term Growth
Dana D’Auria, Group President, Envestnet Solutions, and Co-CIO at Envestnet, discussed what sets the firm apart—from sophisticated tools for tax overlay and unified managed accounts (UMAs) to its unique ability to serve large enterprises and boutique RIAs alike.
(Red Oak: 4458649)