Educating the Next Generation of Wealth Managers

Envestnet Institute Launches Online Courses to Prepare College Seniors for Wealth Management Careers

CHICAGO, Mar. 5, 2015—Envestnet, Inc. (NYSE: ENV) announces the launch of Envestnet Institute On Campus, an online educational program designed to provide college and university seniors with a broad knowledge base to launch their careers in the wealth management industry. The courses are offered through Envestnet Institute (, Envestnet’s unified education portal for empowering registered financial professionals, and the program’s curriculum has been approved by the Money Management Institute.

“With many financial advisors and other wealth management professionals on track to retire within the next 10 years, it is imperative to educate college seniors about the various career paths available to them in this field,” said Ron Fiske, Managing Director, Events & Education, Envestnet. “Our industry-standard curriculum provides students with practical knowledge and training to jump-start their entry into the wealth management profession.”

The eight-hour curriculum explores a wide variety of topics, including the history and evolution of managed solutions, best practices when transitioning an investor from a prospect to a client, the roles of financial advisors and fiduciaries, and technology and other tools advisors need to manage their practices. Upon completion of the program, students’ résumés are placed in a database for Envestnet to share with its advisory clients and asset management partners. Envestnet Institute On Campus is open to business majors at four schools—Fairfield University, Bryant University, Mount St. Mary’s University, and the University of Rhode Island—and will become available at other educational institutions on an ongoing basis. For more information, please contact Mr. Fiske at  

“It is vital for members of the wealth management industry to pull together for initiatives that generate interest among the next generation of talent,” said Christopher L. Davis, President, The Money Management Institute. “Envestnet Institute On Campus is a valuable resource for empowering students with the foundation and tools they need to pursue careers in the areas of wealth management that most appeal to them.”

The Envestnet Institute On Campus curriculum was developed in partnership with Wheelhouse Analytics, which serves the investment management industry through innovative technology solutions. Program courses include “Introduction to the Investment Advisory Industry,” “Basics of Investing,” “Evolution of the Managed Solutions Industry,” “The Sales Process and Client Interview,” “Baby Boomer Investing,” “Technology to Service and Support Managed Solutions,” and “The Unified Managed Household and What It Means to the Financial Advisory Business.”

About Envestnet
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective, and fully-aligned standard of care, and empower advisors to deliver better outcomes.

Envestnet’s Advisor Suite® software empowers financial advisors to better manage client outcomes and strengthen their practices. Envestnet provides institutional-quality research and advanced portfolio solutions through our Portfolio Management Consultants group, Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software.

For more information on Envestnet, please visit and follow @ENVintel ( 

Laura Simpson
(973) 850-7319

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