Envestnet

Can smart speakers meet the level of sophistication and security needed for wealth management?

Despite the IBD converting much of its technology, HD Vest's COO says the process has been less painful because its planners are supportive of the changes.

The tax-focused IBD is betting on a switch to Fidelity and Envestnet while undergoing a cultural shift.

With the increased popularity of open architecture systems, fewer RIAs are operating their practices solely based on proprietary tech from a custodian.

Model marketplaces carry major potential for the industry, and experts from BlackRock and Envestnet say they’ve only just begun to make their full impact.

Michael Kitces, Moderator, Partner and Director of Wealth Management, Pinnacle Advisory, Hollie Fagan, Managing Director, BlackRock, Estee Jimerson, Managing Director – Head of Asset Manager Distribution & Engagement, Envestnet, Kunal Kapoor, CFA, Chief Executive Officer, Morningstar, Inc., Natalie Wolfsen, EVP and Chief Solutions Officer, AssetMark, Inc.

Envestnet sees asset management as poised for major changes as broker-dealers move to fee-based business.

The No. 1 IBD launched an investment offering aimed at the distributed ledger technology its research unit says could disrupt nearly every industry.

Advisors like the above-average returns and lower cost. But factor investing isn't risk free.

The platform provider is pushing the concept hard, but early reviews are mixed.

The tech giant's data division rolls out new apps for clients — and links to Alexa.

Annuity products will be on the tech giant's platform by year end.

The technology platform powerhouse is betting on integration, but competitors eye disruption.

The self-regulatory body says working with data aggregators increases the risk of cyber fraud, unauthorized transactions and identity theft. But aggregators say other links in the information chain are more vulnerable.

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

There's an opportunity for the industry to better protect sensitive client data, said Orion CEO Eric Clarke.

Smaller wealth management platform providers are aggressively pitching themselves as the more nimble options for RIAs.

The $195 million cash purchase is Envestnet’s sixth largest deal since 2010.

Access to banking information ensures advisors can perform holistic planning, fintech firms say.

Data aggregators want to apply their technology to lending decisions.