Author: Dani Fava

As Head of Strategic Development at Envestnet, Dani accelerates the firm’s strategic vision to help advisors make financial wellness a reality for more people. Dani draws on more than 15 years of wealth management and technology experience, and most recently served as Director of Institutional Innovation at TD Ameritrade Institutional. Dani was named to the 2020 IA25 by ThinkAdvisor, which also honored her as one of the Top Women in WealthTech for 2019. Follow Dani on Twitter at @ENVDani.

Embedded Finance/Financial Wellness

Technology Creates the Opportunity for an Intelligent Financial Life™

October 19, 2021October 19, 2021 Dani Fava

The next evolution in fintech is going to lead to a lot of things; embedded finance is one of them. If you follow me on Twitter,..

Embedded Finance/Financial Wellness/MyBlocks

How To Help Your Employees Take Control Of Their Financial Futures

August 16, 2021August 16, 2021 Dani Fava

Money matters remain the biggest worries for members of our workforce...

Advisor Summit/Embedded Finance/Super Apps

Embedded Finance: The Next Big Disruption

July 13, 2021July 13, 2021 Dani Fava

Dan Schulman, CEO of PayPal, recently said he sees a future where their technology could be the “one-stop shop for all things shopping and finance.” I believe he’s right...

Financial Planning/Financial Wellness/MyBlocks

Promoting Employee Financial Wellness With MyBlocks

December 3, 2020December 3, 2020 Dani Fava

Financial wellness for everyone. You’ve heard us talk about how we think this is an achievable goal and that we’re committed to making it a reality through our partnerships, programs, tools, resources, and solutions...