CHICAGO, IL, April 23, 2015 -- Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine have partnered to choose the finalists for the 11th Annual Separately Managed Account (SMA) Manager of the Year Awards.
CHICAGO, April 15, 2015 -- Envestnet, Inc. (NYSE: ENV) announces that Matthew McGinness has joined the firm as Managing Director of Strategic Consulting for Enterprises.
CHICAGO, April 9, 2015—Envestnet, Inc. (NYSE: ENV) has announced a strategic investment in AlphaHedge Capital Partners, LLC, which provides access to long/short equity strategies through separately managed accounts (SMAs). Terms of the transaction, which closed on April 1, 2015, were not disclosed.
CHICAGO, March 31, 2015 – Envestnet, Inc. (NYSE: ENV) has launched a new series of Factor-Enhanced Portfolios designed to combine the benefits of index-based investments with active exposure to key factors that strive to improve risk-adjusted returns compared with traditional market capitalization-weighted indexes.
CHICAGO, Mar. 26, 2015 -- Envestnet, Inc. (NYSE: ENV) will hold its annual Envestnet Advisor Summit from May 6-8, 2015 at the Hilton Chicago.
CHICAGO, Mar. 12, 2015—Following careful analysis of all the facts and figures compiled during 2014, Envestnet | Tamarac proudly announces the achievement of a series of significant milestones. During the previous 12 months, Tamarac has added approximately 150 RIA firms to its roster of clients, bringing the total to more than 800 firms managing client assets in excess of $500 billion. The dramatic increase in RIA clients has had an exponential effect on the number of financial accounts residing on the Advisor Xi platform, which now number more than 1 million.
Washington, DC, March 11, 2015 – The Money Management Institute (MMI), the national association representing the $4 trillion managed investment solutions and wealth management industry, announced today that it will honor Bill Crager, President of Envestnet, as its 2015 Advisory Solutions Pioneer. Mr.
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 (http://www.envestnetinstitute.com), Envestnet’s unified education portal for empowering registered financial professionals, and the program’s curriculum has been approved by the Money Management Institute.
CHICAGO, Feb. 26, 2015 – Envestnet, Inc. (NYSE: ENV), a leading provider of unified wealth management technology and services to financial advisors, announced today that it has acquired Upside, a technology company providing digital advice solutions to financial advisors. Terms of the acquisition were not disclosed.
NEW YORK, Feb. 17, 2015 -- Global Financial Private Capital, one of the country's fastest growing RIAs, has chosen HiddenLevers portfolio stress testing platform as the central technology tool for helping advisors grow their practice.
"These last few months have been a success in quickly rolling out HiddenLevers to our top advisors to help them work toward increasing their client rosters," said Michael Dixon, CEO of Global Financial Private Capital LLC.