Adhesion Wealth: Model Marketplace vs TAMP

As client expectations shift and generational wealth moves, advisory practices face mounting pressure to deliver personalized experiences at scale. Andrew Stavaridis, Chief Relationship Officer at Envestnet, discusses how the firm seeks to help advisors close operational gaps, integrate financial planning more deeply, and position themselves to capture assets in motion—all while maintaining the relationship building that defines successful practices. Learn how Envestnet is investing over $1 billion to support advisor growth.