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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 BERWYN, PA — Envestnet said it named Conor Grennan, chief executive officer and founder of AI Mindset, as a keynote speaker for its Elevate 2026 conference scheduled for May 19-20 …
Envestnet Names Conor Grennan as Elevate 2026 Keynote Speaker Read More BERWYN, PA — Envestnet announced that former college football coach Nick Saban will serve as keynote speaker at its Elevate 2026 conference, scheduled for May 19-20 in Phoenix, Arizona.
Envestnet Names Nick Saban Keynote for Elevate 2026 Event Read More