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How Envestnet Is Building the Operating System for Modern Wealth Management

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

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.

Bitcoin Falls Below $64,000 As Losses Accelerate, Hits Lowest Levels Since October 2024

Bitcoin (BTC-USD) crashed over 13% on Thursday, sinking below $64,000 to touch its lowest levels since October 2024 as a steep sell-off accelerated.

Recent

RIA Knowledgebase

Private-Place Life Insurance Coming Under Scrutiny From Lawmakers

Life insurance rarely excites advisors but for ultra-high-net-worth individuals, private-placement life insurance policies can reduce estate taxes.

Washington Wire

Fed’s Daly Says She’s ‘Very Comfortable’ With Two 2025 Rate Cuts

Fed Bank of San Francisco President Mary Daly said she is “very comfortable” with policymakers’ median projection of two interest-rate cuts next year.

TAMPs

Reserve Your Ticket Now For Envestnet's Next Conference

Envestnet Elevate 2025 will bring together leaders from across the wealth management industry to explore the future of financial advice, showcase innovative technology, and provide valuable networking opportunities.