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Of the 330,000 new accounts opened this year, about a third were for clients 35 or younger.
August 14
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Do RIAs still have a clear advantage when it comes to modern planning software?
August 12
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Daily average trades on the app in June were four times higher than on E-Trade.
August 10
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Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.
August 6
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The firm’s growth plans come as the industry experiences a new wave of consolidation among custodians and fintechs.
August 6
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The firm is still determining which other pieces of technology it will retain after acquiring its rival.
August 5
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The pandemic and work-from-home arrangements are probably spurring larger budgets.
August 5
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Current and former clients claim personal information, including Social Security and passport numbers, have been exposed due to negligence.
August 3
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The firm is dropping management fees on robo accounts with $10,000 to $50,000, turning to a minimal per-month charge instead.
July 29
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If planners can navigate data security and compliance concerns, the app can connect them with a huge new audience.
July 29
