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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.

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.

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.

Recent

Companies

JPMorgan Considering A Full Return To Office Policy

JPMorgan Chase is reportedly considering a full return to office policy, making it the latest financial institution to move toward pre-pandemic norms.

Companies

Creative Planning Acquires Wisconsin Based Kowal Investment Group

Creative Planning has announced the acquisition of Kowal Investment Group, a registered investment advisor (RIA) managing $1.3 billion in assets.

Washington Wire

Surging U.S. Bond Yields Might Trigger A Sharp Market Downturn

Surging U.S. bond yields and a potentially massive deficit spending under the incoming Trump administration could trigger a sharp market downturn.

The Trust Advisor

How to Win the Trust Talent Tug-of-War with Technology

When banks and trust companies invest in adequate technological support, advisors can devote more time to nurturing client relationships and driving business growth. Conversely, insufficient technology leads to advisor attrition, resulting in lost clients, diminished institutional knowledge, and weakened trust.

  • 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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