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BERWYN, PA — Envestnet Inc. has expanded its alternative investment research platform by introducing analyst-approved interval funds, a move aimed at helping financial advisors evaluate private market investments as demand …
Envestnet Expands Private Markets Research for Advisors Read More BERWYN, PA — Envestnet (NYSE: ENV) has expanded its relationship with Vanguard to integrate the investment firm’s Advisor’s Alpha framework into Envestnet’s wealth management platform, broadening financial advisors’ access to …
Envestnet, Vanguard Expand Tax-Aware Investing Partnership Read More BERWYN, PA — Envestnet and SUBSCRIBE have formed a partnership that integrates private-market investment workflows into Envestnet’s portfolio management ecosystem, reflecting the wealth management industry’s push to make alternative investments …
Envestnet, SUBSCRIBE Link Platforms to Expand Alts Access Read More BERWYN, PA — Baird has become the first broker-dealer to require a single technology platform for all annuity transactions across its advisor network, a move aimed at reducing manual processing, …
Baird Standardizes Annuity Operations Through Envestnet Platform Read More BERWYN, PA — Envestnet and Osaic have expanded their long-running partnership as wealth management firms increasingly invest in integrated technology platforms designed to help financial advisors manage larger client bases, …
Envestnet Deepens Osaic Partnership to Expand Advisor Platform Read More BERWYN, PA — Envestnet is adding new artificial intelligence capabilities to its wealth management platform as financial technology providers compete to automate advisor workflows and turn growing volumes of client …
Envestnet Expands AI Tools to Accelerate Advisor Decisions Read More BERWYN, PA — Envestnet recently announced an expansion of its Canadian wealth management business as financial firms prepare for new fee disclosure requirements that will take effect in 2027. The …
Envestnet Targets Canada Growth Ahead of Fee Overhaul Read More BERWYN, PA — Envestnet reported that average annual retainer fees charged by financial advisors have climbed 52% since 2023 as wealth-management firms increasingly shift toward planning-focused service models and reassess …
Advisor Retainer Fees Jump 52% as Planning Models Shift Read More BERWYN, PA — Envestnet announced the agenda for its Elevate 2026 conference, where the company plans to focus on strategies and technology tools designed to help financial advisors manage the …
Envestnet to Spotlight HNW Strategies at Elevate 2026 Conference Read More BERWYN, PA — iCapital and Envestnet said they expanded their strategic partnership to integrate iCapital’s alternative investment capabilities into Envestnet’s Unified Managed Account platform.
iCapital, Envestnet Expand Partnership on Investment Platform Read More