Press Releases

Learn about the latest product releases, brand partnerships, event information, and more with Envestnet press releases.

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10 Years of Direct Indexing Innovation on Envestnet's Industry Leading Platform - Driving Advisor Growth and Productivity with more than $9B in Assets

Since Launching in 2013, Envestnet Is Now One of the Largest Direct Index Separately Managed Account Providers, Offering Clients...

Feb 28, 2024

Envestnet Highlights New User Experience to Accelerate Advisor Growth and Productivity at FSI OneVoice 2024

See How Unified Client Portal, Trading Experience, and Integration Advancements to Envestnet's Industry-Leading Wealth...

Jan 29, 2024

Ladder and Envestnet | MoneyGuide Announce Integration to Provide More Advisors Digital Access to Term Life Insurance Offerings

Advisors using Envestnet | MoneyGuide will now have the ability to offer clients digital term life insurance via a fast &...

Jan 24, 2024

Envestnet Launches RIA Growth Lab - A Consulting Capability Led by Industry Veteran Dani Fava

Envestnet, a leading provider of integrated wealth management solutions, is proud to announce the launch of its new RIA...

Jan 22, 2024

ENVESTNET DELIVERING INDUSTRY-LEADING CONNECTIVITY AND ADVANCES TO ITS WEALTH MANAGEMENT PLATFORM

Expand Your Advisory Practice at T3 Las Vegas: Experience Envestnet's Premier Platform Through Interactive Demos, Keynotes and...

Jan 22, 2024

BILL CRAGER ANNOUNCES DECISION TO TRANSITION FROM CEO OF ENVESTNET AFTER MORE THAN TWO DECADES AT THE COMPANY

Crager to Continue with Envestnet as a Senior Advisor effective March 31, 2024 Board of Directors to Initiate a Search for a...

Jan 08, 2024

ENVESTNET UNVEILS KEY TRENDS ESSENTIAL TO ADVISOR GROWTH IN 2024

Study Highlights how End-To-End Platforms, Holistic Advice, AI, and the Rising Demand for Personalized Investments and...

Dec 18, 2023

Unlocking the Needs of Today's Affluent Investors, and Opportunities in Each Generation, for Advisors

National Study Provides Insights for Financial Advisors on the Divergent Mindsets, Concerns, and Preferences of Affluent...

Dec 06, 2023

Envestnet Launches Envestnet Retire Complete - Providing Advisors Access to a Competitive Retirement Savings Program for Clients

Firm Joins Forces with Empower to Launch New 401(k) Solution Offering High-Quality Plans with Comprehensive Suite of Investments...

Nov 14, 2023

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and...

Nov 06, 2023