CHICAGO—July 15, 2020—Envestnet, Inc. (NYSE: ENV) has rolled out a new resource, The Advisor’s Playbook for Leading Your Clients Forward, outlining the COVID-19 pandemic’s far-reaching impact on the wealth management industry—and the steps financial advisors can take to adapt.
The Advisor’s Playbook for Leading Your Clients Forward can be downloaded at https://www.envestnet.com/leading-clients-forward.
CHICAGO, June 25, 2020 -- Envestnet, Inc. (NYSE: ENV) announced today the release of its 2020 Envestnet Advisor Summit On-Demand, a digital multimedia resource center with over 50 engaging videos and content covering how advisors and enterprises can help clients achieve financial wellness, while growing their businesses and harnessing the power of Envestnet's unified platform to provide essential advice.
CHICAGO, June 25, 2020 -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of the 2020 Asset Manager and Strategist of the Year Awards during the digital presentation of the Envestnet Advisor Summit On-Demand (https://envadvisorsummit.com/).
CHICAGO, May 28, 2020 -- Envestnet, Inc. (NYSE: ENV) has published a white paper, "RIA Digital Transformation: A Competitive Necessity in a Post-Pandemic Marketplace," discussing industry sentiments and attitudes toward practice digitalization. The report, commissioned by Envestnet and drafted by Aite Group, discusses how end-to-end digital capabilities can help registered investment advisers (RIAs) effectively engage and service clients, and achieve scalability and sustainability, after the present crisis ends.
CHICAGO, May 26, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) unveils Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client's household financial data with relevant and personalized news content aligned with their values and financial journey progress. Envestnet has partnered with AdvisorStream and Apprise Labs to build Envestnet Connect, creating a centralized personal application designed to help clients achieve financial wellness through deeper connections with their advisors.
BERWYN, Pa., May 21, 2020 -- Envestnet, Inc.
BERWYN, Pa., May 14, 2020 -- FIDx, a product-agnostic platform that integrates the benefits of insurance seamlessly alongside investment products, today announced a strategic partnership with RetireOne, the insurance and annuity back office for more than 900 registered investment advisers (RIAs) and fee-based advisors. The partnership supports a unified approach to connect insurance carriers, RIAs, and their existing wealth platforms. The alliance between FIDx and RetireOne will streamline the insurance experience for RIAs.
CHICAGO, May 13, 2020 -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine have announced their list of finalists for the 2020 Asset Manager and Strategist of the Year Awards. Now in its 16th year, the awards program recognizes high-conviction portfolio managers that exemplify investment management best practices.
CHICAGO, May 12, 2020 -- Envestnet, Inc. (NYSE: ENV) announces that Canaccord Genuity Wealth Management, one of Canada's preeminent wealth management firms and a division of Canaccord Genuity Group Inc. (TSX: CF), will provide its advisors and internal portfolio managers with access to Envestnet's unified advice platform.