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Fidelity and Envestnet are helping advisors get more holistic
Expanded partnership will bring enhanced capabilities to leading managed accounts platform, including holistic portfolio management and a scaled-down option for small to mid-sized wealth firms.
Envestnet moves to make its UMA platform more personal
The wealth tech titan is tightening ties with Fidelity, BlackRock, Franklin Templeton and State Street to help advisors create tailor-made strategies.
Sanctuary names Envestnet’s Robert Coppola as new CTO
The growth-focused RIA is advancing its digital strategy for advisors, including plans for AI and enhancing its TAMP and fee-for-planning platforms.
Envestnet and Salesforce team up against financial planning data gap
The new integration aims to give advisors fuller visibility over clients’ wealth journeys with unified financial and behavioral data.
Big asset managers silent over ESG backlash
Regulatory uncertainty, performance, and politicization has discouraged some advisors and fund shops.
Envestnet shares up 9% as reports suggest it’s in talks to sell to PE
Wealth management technology company has reportedly hired Morgan Stanley as advisor.
Fiduciary Institute shapes next-gen advisors with leadership course
The program seeks to build on the vision articulated by industry icon Dick Wagner.
Carson Group hires former Envestnet, LPL executives to bolster growth strategy
Dani Fava is joining the firm as its chief strategy officer.
Independent Financial Group deepens tech ties with Envestnet
The broker-dealer is ramping up support for its advisor affiliates with new lending, planning, and investment integrations.
ESG backlash will soon blow over, Envestnet strategist says
'While some of the criticism is healthy and understandable, some of it has been a little bit unhinged from reality,' Kiley Miller says.
Envestnet sees Q4 bump with surge in nonrecurring revenue
The company’s annual revenue was virtually unchanged from 2022 even as it faced challenges from ballooning operating expenses.
The biggest TAMP is looking for a CEO. Could an outsider satisfy investors?
As Envestnet searches for a new leader, it may also be exploring a sale of Yodlee, its data aggregator.
Envestnet co-founder Crager to step down as CEO
Bill Crager has led the firm since 2019, and his departure follows more than a year of significant developments at the fintech.
Top trends shaping advisor business growth in 2024
Envestnet reveals what it believes will shape the industry in the coming year.
Envestnet exploring sale of Yodlee
The data aggregation firm was purchased by Envestnet in 2015 for about $590 million.
There’s a generational divide in managing rising concern about financial future
Envestnet survey reveals need for blend of technology and human advisor insights.
Envestnet rides boom in model portfolios
The firm's platform offers around 2,000 customized products from some 150 asset managers, tapping into rising demand for bespoke portfolios.
Morningstar, Envestnet team up to revolutionize IRA advisory space
New solution will enable asset managers to empower small-balance IRA holders.
Envestnet partners with iconik for personalized proxy voting
'Advisors in the Envestnet ecosystem will have access to set-and-forget voting technology,' says iconik's Alex Thaler.
Envestnet revenue falls short of expectations in Q2
Company did meet Wall Street’s expectations for earnings per share at $0.46 and CEO says he expects the Data and Analytics business to stabilize in the second half of the year.
