Leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.
As a company, we believe that diversity will be a key component of how we innovate and evolve. Bringing diverse viewpoints and perspectives to the table drives creative thought, critical problem solving, and innovation. Gartner research revealed that a highly diverse environment can improve team performance by up to 30%.
Recent studies show that clients don’t just want a closer relationship with their advisor, they need it.
It is the holiday season – a time of bright decorations, sweet treats, and ugly sweaters at festive occasions. But as we all know, a hero’s work is never done, so before you sign off from advising for some well-deserved personal time at the end of the month, here are four important conversations you should prepare to have with your clients in 2023.
A powerful marketing campaign should align with its brand’s values, resonate with its intended audience, and ideally, make an impact that drives conversion – especially, a specific and relevant conversation with your target audience.
So you’ve decided to scale up your wealth management firm’s data capabilities. Maybe you’re looking to bolster your organization’s personalization capabilities ahead of the great wealth transfer.
companies who make point-of-purchase lending frictionless for consumers...
There are a seemingly endless number of aspects to your clients’ finances. Envestnet brings it all together through our financial wellness ecosystem, creating one cohesive Intelligent Financial Life™, with dynamic, 360˚ views...
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,..
Financial wellness was a key topic of the 2021 Advisor Summit, an event we hold every year to support and empower advisors. But the wellness message shouldn’t stop there...
Money matters remain the biggest worries for members of our workforce...