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How Envestnet Is Building the Operating System for Modern Wealth Management

by Madeline Garfinkle Contributor
Envestnet has evolved from a TAMP to an open, configurable, unified ecosystem, merging investment management, tax optimization, data intelligence.

Featured

Black Diamond: The TAMP Revolution’s Next Phase Is Personalization at Scale

Kyle Fleming of Black Diamond explains how the TAMP revolution’s next phase gives advisors personalization at scale without sacrificing control.

RIA Innovations: Building Independence Without the Learning Curve

RIA Innovations CEO Nelly Mubashi built her platform solving challenges she faced on leaving UBS—now advisors can skip the learning curve entirely.

BlackRock Brings Preqin Into Aladdin Private Markets

Aladdin, BlackRock’s investment management and risk platform, has integrated Preqin’s private markets data and technology into its eFront platform.

Recent

Annuities Channel

Deciding Whether an Annuity Is Right for Your Plan Participants

Plan sponsors should look at participant needs to determine whether annuities would be a fit for their plan.

Annuities Channel

Annuity: Getting Married After You Retire

What happens to a retiree’s annuity if he or she either marries or remarries and wants to elect a survivor benefit for the new spouse?

Annuities Channel

American Financial Group, Inc. Announces Agreement to Sell its Annuity Business to MassMutual for $3.5 Billion

American Financial Group has announced that it has entered into a definitive agreement to sell its Annuity business to MassMutual.

Annuities Channel

‘Tremendous Opportunity’ In Cross-Selling Life And Annuities

Last year was a tumultuous year, but client needs haven’t changed, and people continue to plan for retirement.

  • More Articles

Popular

The Trust Advisor

Karyna Shuliak Was Set To Inherit Epstein's Infamous Island, Massive Diamond Ring And $50 Million. Who Is She?

Crypto4Advisors

Michael Burry Warns Of Cascading Effects From Bitcoin Plunge

FundFocus

Ray Dalio Warns The World Is ‘On The Brink’ Of A Capital War

Crypto4Advisors

Bitcoin Price Rebounds To $67,000, Remains On Track For Worst Week Since 2022 Amid 'Fear And Fatigue'

FundFocus

The Tech Stock Free Fall Doesn’t Make Any Sense, BofA Says In Rebuke To Investors While Doubling Down On The Sector’s Longevity

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