An Intelligent Financial Life™ is about so much more than just money. It is about helping your clients to connect the dots across many different areas of their lives...
Prepare for the Great Wealth Transfer: Start Assessing Estate Planning Readiness Today
The “Great Wealth Transfer” we’ve all read about has arrived. From 2018 through 2042, Cerulli Associates projects that nearly 45 million U.S. households will transfer $70 trillion in wealth to heirs and charity.
Announcing 3 Updates to MyBlocks™
If you are already using MyBlocks™ with your clients, you know how powerful client-led planning can be. MyBlocks™ is an interactive financial planning tool that makes complex financial topics fun and easy to understand.
Envestnet and Cryptocurrencies: What’s Coming
If your clients are asking you questions about crypto, you’re not alone. It’s estimated that more than one billion people will invest in cryptocurrencies by the end of this year.
Schroders Named Asset Manager of the Year at 2022 Envestnet Advisor Summit
Our first in-person Envestnet Advisor Summit in three years is now underway...
What to Expect in Our Second Release of 2022
With our second release of 2022, the Envestnet financial wellness ecosystem continues to focus on meeting the evolving needs of consumers and financial providers.
Connect, Innovate, Grow: A Look at 2022 Advisor Summit Sessions
Curious about exactly what you’ll learn at the 2022 Envestnet Advisor Summit next month? Here is a snapshot of some top sessions on the agenda...
What to Expect at the 2022 Advisor Summit
More than ever before, your clients are stressed about money. They need their advisor to help them create order and to help them make better decisions...
Personalized Client Service is a Key Component of an Intelligent Financial Life™
We believe there are three components to helping your clients build an Intelligent Financial Life™...
What to Expect in Our First Release of 2022
The Envestnet financial wellness ecosystem is ever-adaptive and ever-improving to meet the evolving needs of consumers and financial providers.