What is financial wellness and why is it essential for you and your practice? Katy Gibson of Envestnet | Yodlee explains that there is an "80% opportunity" for advisers to leverage with the right technology.
With regulatory and technology changes, advisers need to stay a step ahead. Envestnet's top executives, Jud Bergman and Bill Crager, discuss some of the key drivers advisers should be thinking about right now.
Retirement plan participants want cost-effective, customized professional investment management. But how can they accomplish that (and can managed account help)? Babu Sivadasan of Envestnet Retirement Solutions offers some insights.