Skip to content
Envestnet

Envestnet

Leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.

  • Our Platform
    • Portals
    • Advisor
    • Manager
    • Enterprise
    • Client
  • Our Vision
    • Financial Wellness
    • Financial Planning
    • Managing Credit
    • Investing
    • Protecting
    • Data and Analytics
  • Our Clients
    • Advisors
    • Institutions
  • Resources
    • Blog
    • Envestnet Institute
    • Events
    • Newsroom
    • Press Releases
  • About
    • Our Leadership
    • Our Brands
    • Integration Partners
    • Giving Back

Category: Financial Services

Estate Planning/Financial Services/MoneyGuide

Prepare for the Great Wealth Transfer: Start Assessing Estate Planning Readiness Today

June 15, 2022June 16, 2022 envwealthsolutions

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.

Financial Planning/Financial Services/MoneyGuide

How to Meet Client Demand for Estate, Trust Planning Services

February 10, 2022February 15, 2022 Tony Leal

$8.8 trillion. That’s the amount of money that American families with investable assets between $5 million to $30 million will leave to their heirs this decade...

Financial Planning/Financial Services/MoneyGuide

Expanded MaxMyInterest Integration to Support MoneyGuide Users

February 1, 2022March 7, 2022 Tony Leal

Building on the launch of an integration with Envestnet | MoneyGuide announced in early 2021, Envestnet and MaxMyInterest (“Max”) have released an expansion, providing financial advisors who use the Envestnet | Tamarac and Envestnet platforms with more options to help their high-net-worth clients earn higher yields on their cash...

Financial Planning/Financial Services/Insurance

How to Help Clients with Medicare Plan Selection

November 18, 2021December 17, 2021 Sean Lawlor

As an advisor, you play a critical role in your clients’ lives. If you are doing your job well, they come to you with questions. Lots of them. And as they age, their health (both current and future) will be top of mind...

Financial Planning/Financial Services/Trusts

With Envestnet’s Trust Services Exchange, Advisors Have A Powerful Tool to Transfer Wealth

October 5, 2021October 5, 2021 Andrew Stavaridis

As we have written about before, the next ten years offer a huge opportunity to financial advisors who are ready and prepared to grow their business...

Financial Planning/Financial Services/MoneyGuide

Harness Collaborative Technology to Support Ultra-High-Net-Worth Clients

September 21, 2021October 1, 2021 envwealthsolutionsLeave a comment

The opportunity is huge. The U.S. is already home to more ultra-high-net-worth individuals (those with > $30 million in investable assets) than any other country.

COVID-19/Financial Services

The Advisor’s Playbook for Leading Your Clients Forward: A Q&A With John Harris, Managing Director

July 22, 2020July 22, 2020 envwealthsolutions

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...

Categories

FOLLOW THE ENVESTNET BLOG

Enter your email address to follow our blog and receive notifications of new posts by email.

On Twitter

My Tweets
2023 Envestnet
Powered by WordPress.com.
 

Loading Comments...