Skip to main content

Main navigation

  • News

    Featured Articles

    How Envestnet Is Building the Operating System for Modern Wealth Management
    Bitcoin Price Rebounds To $67,000, Remains On Track For Worst Week Since 2022 Amid 'Fear And Fatigue'
    BlackRock Brings Preqin Into Aladdin Private Markets
    Black Diamond: The TAMP Revolution’s Next Phase Is Personalization at Scale

    Recent

    RIA Innovations: Building Independence Without the Learning Curve
    Bitcoin Falls Below $64,000 As Losses Accelerate, Hits Lowest Levels Since October 2024
    'I Can Do It In Math': Wall Street's Private Credit Giants Try To Calm AI Fears Amid Steep Software Sell-Off
    Bitcoin Falls Below $64,000 As Losses Accelerate, Hits Lowest Levels Since October 2024
    Big Tech CEOs Seek To Quell AI Worries Hammering Software Stocks

    Popular

    Karyna Shuliak Was Set To Inherit Epstein's Infamous Island, Massive Diamond Ring And $50 Million. Who Is She?
    Ray Dalio Warns The World Is ‘On The Brink’ Of A Capital War
    Michael Burry Warns Of Cascading Effects From Bitcoin Plunge
    The Tech Stock Free Fall Doesn’t Make Any Sense, BofA Says In Rebuke To Investors While Doubling Down On The Sector’s Longevity
    White House Moves On Clarity Act; Cathie Wood Boosts Crypto Stance

    Topics

    Alt Essentials
    ETF Innovators
    The Crypto Advisor
    Direct Indexing Channel
    Model Portfolios + Strategists
    News
    Inflation Survival Advisor
    TAMPs
    The Trust Advisor
    The Retirement Advisor
  • Whitepapers
    ETF Innovators Guide 2025
    Direct Indexing Buyers Guide 2025
    Model Portfolio & SMA Strategists
    2025 America's Most Advisor Friendly Trust Companies
    America's Best TAMPs 2025
    America's Best Trust Technology Buyers Guide 2024
  • Events

    No upcoming events at this time

  • Subscribe

Mobile Menu

  • The Crypto Advisor
  • The Trust Advisor
  • Direct Indexing Channel
  • Model Portfolios + Strategists
  • News
  • Inflation Survival Advisor
  • Insurance Advisor
  • TAMPs
  • The Retirement Advisor
  • Commentaries

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

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.

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

Bitcoin (BTC-USD) climbed to nearly $67,000 on Friday after a continued decline overnight sent prices as low as $61,000 following a 13% plunge.

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.

Recent

Washington Wire

Trump 2.0 Complicates Jay Powell's Rate Path at the Fed

Jerome Powell made it very clear last week that he didn’t think Donald Trump had the power to fire him, even if he wanted to.

FundFocus

Invesco Settles Allegations to Pay $17.5mn for Inflated Volume of ESG Assets

Invesco Advisers managing $746 bn across mutual funds agreed to pay $17.5 mn to settle allegations from SEC that it inflated volume of ESG assets.

Advisor Wellness

Wall Street Math Wizards Are Decoding Private-Market Returns

Times are tough in private markets. High borrowing costs are hurting returns, managers are struggling to exit investments.

News

Rescue Your Clients From Real Estate Headaches And Triple Your AUM

The logic behind our next webinar, sponsored by Origin Investments, is as easy as it is compelling. What if there was a tax-friendly vehicle that can accept the proceeds from a real estate sale, liberating your clients from the hassle of managing their own units and giving you a great talking point in the process? With the right paperwork, you can even charge a management fee on the assets.

  • 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?

FundFocus

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

Crypto4Advisors

Michael Burry Warns Of Cascading Effects From Bitcoin Plunge

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

Crypto4Advisors

White House Moves On Clarity Act; Cathie Wood Boosts Crypto Stance

Navigation

  • About
  • Contact
  • Advertise with The Wealth Advisor
  • Privacy Policy
  • Unsubscribe
  • © The Wealth Advisor 2025