CHICAGO—October 5, 2016—Envestnet, Inc. (NYSE: ENV) today introduced technology solutions and consulting services that will assist advisors and enterprises in complying with the Department of Labor’s (DOL) Fiduciary Rule.
CHICAGO—September 20, 2016—Envestnet, Inc. (NYSE: ENV) announces that Innovation Partners, LLC, a diversified financial services and consulting firm, has begun utilizing financial wellness solutions from Envestnet | Yodlee to provide a consistent wealth management experience for clients, and a holistic picture of every client’s wealth, via a single interactive portal.
BOSTON and CHICAGO –- May 24, 2016 –- Fidelity Institutional announced today that it reached $150 billion in assets on the Managed Accounts Solutions (MAS) platform,[i] which is powered by Envestnet, Inc.
CHICAGO—May 20, 2016—Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of the 12th Annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards yesterday during the 2016 Envestnet Advisor Summit, currently taking place at the Hilton Chicago (http://www.envestnet.com/advisorsummit).
CHICAGO—May 19, 2016—Envestnet, Inc. (NYSE: ENV) has unveiled Open ENV to offer differentiated user experiences, accelerate integrations and extend the availability of Envestnet’s solutions. The roll-out, released as part of Envestnet’s ongoing technology innovation process, was announced today during the Envestnet Advisor Summit (http://www.envestnet.com/advisorsummit), which is underway at the Hilton Chicago.
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.
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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.