What's Changing for Retirement Savers and Retirees in 2026

Backed by the recent acquisition by Bain Capital, Envestnet's roadmap signals a strong continued focus: toward critical areas of platform unification, enhanced Unified Managed Account (UMA) infrastructure, flexible household modeling, the integration of multiple investment types, and expanded tools to help advisors deepen and expand client relationships.

With SAM, advisors have full control over the investment experience. They retain control over asset allocation and product selection, either using their own or accessing them from third parties on SAM's open-architecture Model Distribution Service.

"This launch is a major step forward—not only in democratizing access to hedge-like strategies through the ETF structure, but in advancing our investment platform to deliver the exposures clients are actively asking for."