-
Through collaboration with BlackRock, Fidelity Investments, Franklin Templeton and State Street, professionally managed model portfolios with alternative allocations are available via the firm's unified managed accounts.
June 18
-
Wealthtech platform Envestnet has agreed to be acquired by private equity firm Bain Capital in a $4.5 billion deal that includes heavyweight investors like BlackRock, Fidelity Investments, Franklin Templeton and State Street Global Advisors.
July 11
-
Wealthtech platform Envestnet has agreed to offer its in-house unified managed account tools to BlackRock, Fidelity, Franklin Templeton and State Street to boost more customized direct indexing for advisors.
June 5
-
As technology advances, so does the cost and time it takes to deploy new tools. Some firms are choosing to build in-house, while others are partnering with vendors and more specialized tech providers.
June 4
-
Tech titans Envestnet and Salesforce said they are partnering to offer a broader, more streamlined platform for advisors.
May 13
-
As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.
May 6
-
At least one industry consultant thinks the large fintech provider has lost its "innovative spirit" since Bill Crager took over from his fellow founder in 2019.
January 8
-
Speakers at FP’s INVEST Conference explained why recruiting and adoption of new tools loom so large over the future of wealth management.
June 18
-
Private equity firms have been using their war chests to go shopping for technology-focused financial services firms.
February 22 -
The TAMP has also created a new chief digital officer role to oversee improvements to the firm’s technology infrastructure.
July 29
-
The move for the company’s primary advisory accounts will cut costs for clients and build its fee-based business, President Elizabeth “Libet” Anderson says.
June 22
-
Harvest’s micro-saving and investing technology is designed to turn spenders into savers, and eventually into investors.
April 8
-
The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.
March 9
-
A former chief information officer of PR firm Cision will take over as CTO following Scott Grinis’s retirement.
November 11
-
“If insurance and annuities had always been commission free, RIAs would be power users,” says David Lau, CEO of DPL Financial which is partnering with SS&C Advent.
October 13
-
Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.
August 6
-
Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.
July 2
-
Companies that connect advisors and carriers are seeing a surge in use.
June 17
-
The company is known for helping fintechs connect to banks and wealth management firms. Now it wants to help the firms catch up.
May 19
-
Amid the coronavirus pandemic and lockdowns, advisors are relying on the firm’s technology more than ever.
May 14
