Envestnet’s unified advice platform empowers advisors with better intelligence to help make financial wellness a reality for more people...
We Are ENV: Staying Connected While Remote
When Envestnet shifted to a remote working environment at the onset of the pandemic, leadership wanted to ensure that the team felt supported and equipped to do their jobs, while also maintaining a close connection to the Envestnet community...
My 25-Year Experience with A Subscription Fee Model
A recent webinar, “The Future Of Charging For Financial Plans,” hosted by Envestnet | MoneyGuide and featuring guest speaker and well-known industry thought leader, Michael Kitces, discussed the appeal—and even potential necessity—of shifting from an AUM model to a recurring planning fee or retainer fee...
The 2020 Essential Advisor Award Winners: Jeff Benson and Emmy Mastel
Congratulations to this year’s Essential Advisor award winners! While we were unable to honor them in-person at this year’s Summit, we’d like to acknowledge their hard work, expertise, and insights...
The Age of the Creator
According to Dani Fava, Head of Strategic Development, we’re living in the age of the creator, a shift that the COVID-19 pandemic is advancing. Not only are people opting to make their own content and share their own voice...
Help Your Clients Prepare for the Future: Seamlessly Manage Annuities Alongside Traditional Investment Products
The COVID-19 pandemic has had a swift impact on investor preferences and expectations, and, in turn, what advisors need to do to provide value and sustain their practices...
3 Updates to Help You Lead Your Clients Forward
Our latest technology release went live on August 24th and serves as a clear reflection of the new world we’re living in as we navigate the COVID-19 pandemic...
The 2020 Essential Advisor Award Winners: Marty James
Congratulations to this year’s Essential Advisor award winners! While we were unable to honor them in-person at this year’s Summit, we’d like to acknowledge their hard work, expertise, and insights...
Congratulations to Our 2020 “Top Active Managers”
As you may know, this year’s Advisor Summit shifted from our typical in-person event in April to an online experience in the wake of COVID-19.
Strategist Managers Helped Advisors Navigate A Global Pandemic
Many financial advisors were caught scrambling in March as the pandemic took hold in the United States and, like many of us, they had to find new ways to balance their personal and professional lives...