CHICAGO—May 18, 2016—Envestnet, Inc. (NYSE: ENV) unveiled The Essential AdvisorTM, which advocates the quantifiable value professional financial advisors deliver in helping consumers reach their financial goals, at this year’s Envestnet Advisor Summit (http://www.envestnet.com/advisorsummit), currently underway at the Hilton Chicago.
The new initiative (www.envestnet.com/essentialadvisor)
CHICAGO—May 11, 2016 —Envestnet, Inc. (NYSE: ENV) will hold its annual Envestnet Advisor Summit from May 18-20, 2016 at the Hilton Chicago. Now in its fifth year, the three-day industry conference is set to draw more attendees and sponsors than ever before, topping the 2015 Summit’s record figures of more than 1,500 attendees, over 525 unique firms, and more than 115 exhibitors and sponsors.
For more information about the Summit visit:
CHICAGO—April 27, 2016—The Money Management Institute (MMI) has bestowed its 2016 Industry Leadership Award for Advisory Solutions Provider of the Year—Outsourced Investment Advisory Services upon Envestnet, Inc. (NYSE: ENV). The award honors the technology or service provider whose outsourced investment advisory services offerings best exemplify overall excellence and the qualities most valued by managers, program sponsors, and financial advisors.
CHICAGO, April 25, 2016 -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine have partnered to choose the finalists for the 12th Annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards. The awards honor best-in-class portfolio managers and will be presented during the 2016 Envestnet Advisor Summit, which is taking place from May 18-20 at the Hilton Chicago (http://www.envestnet.com/advisorsummit).
CHICAGO—March 21, 2016—Envestnet, Inc. (NYSE: ENV) received two 2016 Family Wealth Report Awards at an awards dinner held at the Mandarin Oriental in New York City on March 10, 2016. The firm won in the Portfolio Management category, and Chairman and CEO Jud Bergman was honored for his Outstanding Contribution to Wealth Management Thought Leadership.
CHICAGO—March 17, 2016—Envestnet, Inc. (NYSE: ENV) has won the Bank Insurance and Securities Association’s (BISA) 2016 Technology Innovation Award, in recognition of the firm’s role as a leading provider of ongoing technological advancements to the financial services industry.
CHICAGO—March 2, 2016—Envestnet, Inc. (NYSE: ENV) has won the 2016 Private Asset Management Award for Best New Product for High-Net-Worth Advisory, in recognition of the Quantitative Portfolios (QPs) that the firm introduced last year.
CHICAGO, Jan. 12, 2016—Envestnet, Inc. (NYSE: ENV) has begun working with Jefferies Wealth Management to strengthen its service and product offerings. Jefferies Wealth Management, part of global investment banking firm Jefferies Group LLC, is utilizing the Envestnet platform to update its technology, offer a wider array of investment products and solutions, and create operational efficiencies which allow its advisors to devote more time to client engagement and portfolio management.
Chicago, IL—November 19, 2015—Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to financial advisors, and Yodlee, Inc., the leading cloud-based platform driving digital financial innovation, today announced that the acquisition, originally disclosed on August 10, 2015, has been completed.
CHICAGO, Nov. 17, 2015 -- Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), has teamed up with Capital Group's American Funds® to create the American Funds/PMC Active Core Portfolios. This new series of mutual fund portfolios is constructed by selecting active managers whose funds have both high manager ownership and low expense ratios—characteristics that have tended to outperform market indexes and the broader universe of actively managed funds.