CHICAGO—February 1, 2017—Envestnet, Inc. (NYSE: ENV) is providing Mercer Advisors Inc. with access to a unified end-to-end platform that enables the fee-only total wealth management firm to seamlessly service all RIA and trust assets.
CHICAGO—January 24, 2017—The Trump administration has issued a memo to all federal departments and agencies to freeze indefinitely rulemakings not yet finalized and to delay by 60 days implementation of those rules finalized but not yet implemented, including the Department of Labor’s (DOL) Fiduciary Rule.
CHICAGO—October 26, 2016— Envestnet, Inc. (NYSE: ENV) has launched a new series of the Quantitative Portfolios (QPs) managed by Envestnet's portfolio consulting group, Envestnet | PMC. The PMC Impact Quantitative Portfolios comprise a new suite of products that brings together beta exposure, tax efficiencies, and market index returns with environmental, social, and governance (ESG) investment preferences in a single, low-cost, and passively managed SMA (separately managed account) structure.
CHICAGO—October 25, 2016—Envestnet, Inc. (NYSE: ENV) and Envestnet | Tamarac announced they are strengthening the level of integration with MoneyGuidePro® across both platforms, giving advisors scalable, efficient tools to gather information they need to determine every client’s best interest, and evaluate advice and investment recommendations based on the client’s risk tolerance, investment objectives, and retirement needs.
CHICAGO and TRIVANDRUM, INDIA—October 19, 2016—“We are at a pivot point where humanity will change more in the next 20 years than in the previous 300 years,” said Gerd Leonhard, CEO of The Futures Agency and a noted futurist. “Understanding how to leverage technology will be critical for successful companies in the future.”
CHICAGO—October 18, 2016—Envestnet, Inc. (NYSE: ENV) has deepened its integration and relationship with National Advisors’ family of companies—including National Advisors Trust Company, FSB; National Advisors Trust of South Dakota, Inc.; National Advisors Concierge Services; and National Advisors Holdings, Inc.—making it possible for banks, independent trust companies, and RIAs alike to benefit from a unified wealth management offering.
CHICAGO—October 14, 2016—Envestnet, Inc. (NYSE: ENV) has received four 2016 WealthManagement.com Industry Awards, which recognize companies and organizations that support financial advisor success. James Lumberg, Co-Founder and Executive Vice President of Envestnet, led the team of Envestnet executives who accepted these awards during a ceremony held at the Mandarin Oriental in New York City on September 29, 2016.
CHICAGO and TRIVANDRUM, India, Oct. 14, 2016 -- Envestnet, Inc. (NYSE: ENV) announces that Envestnet India has organized the second annual "Architecting Intelligence" conference for software architects, bankers, and financial advisors. In addition to focusing on the rapidly evolving technology of "Intelligence as a Utility," its influence on financial services, and presenting innovative solutions to bankers from regional and national financial institutions, the forum also includes a 24-hour hackathon focused on corporate social responsibility.
CHICAGO—October 13, 2016— Envestnet, Inc. (NYSE: ENV) announced today the publication of a white paper, “Technology Integration Turbocharges Advisor Productivity: Making Time for Clients,” based on new primary research from Aite Group.
CHICAGO, Oct. 10, 2016 -- Envestnet, Inc. (NYSE: ENV) announced today that it has acquired Wheelhouse Analytics LLC, a technology company that provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Envestnet will deeply integrate Wheelhouse Analytics' tools, delivering robust online dashboards and reporting that provides actionable intelligence.