Press Releases

07/21/20

CHICAGO—July 21, 2020—Envestnet, Inc. (NYSE: ENV) announces that Hornor, Townsend & Kent, LLC (HTK), a broker-dealer and registered investment adviser (RIA), has launched the Envestnet Insurance Exchange, a platform delivering access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform.

07/15/20

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

06/30/20

NEW YORK, June 30, 2020 -- Flyer and Envestnet, Inc. (NYSE: ENV) announced today that advisors relying on the Envestnet | Tamarac (Tamarac) platform now can automate their fixed-income trade processing in Flyer's Co-Pilot order management system (OMS).

06/25/20

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.

06/25/20

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/).

05/28/20

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.

05/26/20

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.

05/14/20

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.

05/13/20

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.

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