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...
Impact Investing: Key Resources To Help You Get Started
In 2019, flows into U.S. sustainable funds more than quadrupled the previous annual record for net flows. In the first four months of 2020, investors poured a record of at least $12.2 billion into environmental, social, and governance (ESG) funds.
Help Your Clients Understand the Markets and Their Portfolios
While the markets have seemingly recovered from the early impact of COVID-19, the past few months have been a reminder that unpredictability is a part of investing, and downturns are inevitable.
The Advisor’s Playbook for Leading Your Clients Forward: A Q&A With John Harris, Managing Director
Last week we released “The Advisors’ Playbook For Leading Your Clients Forward.” Featured below is an interview with John Harris, Managing Director, Envestnet, offering greater insight into the intent of the playbook and how you can get the most value...
2020 Advisor Summit On-Demand Featuring: Envestnet | Analytics
Although we made the difficult decision to cancel this year’s Envestnet Advisor Summit, we felt a responsibility to find a way to deliver that experience, with advice, technology, data, insights, and expertise from across the industry...
Supporting Our Clients, Communities, and Team through a Global Pandemic
The pandemic is not over, and while we are not on the frontlines of the fight, the work we do is critical in helping millions of people on the path to financial wellness...
3 Ways We Can Shape the Future of Financial Literacy And Education
As chairman of Envestnet Institute On Campus (EIOC), I am fortunate to interact with students, spending time on college campuses, holding virtual seminars, and providing one-on-one counseling...