Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
Envestnet is investing $1 billion over five years to transform advisor technology. The initiative enhances unified managed account capabilities with advisor-traded sleeves, seamless alternatives integration, and true household-level rebalancing. Advisors maintain control over investment decisions while outsourcing trading tasks across multiple custodians. Enhanced Envestnet | Tamarac integration delivers clearer client reporting and simplified portfolio management. The investment supports both cutting-edge technology and expanded human support, helping RIAs of all sizes scale efficiently while keeping client relationships at the center of the experience.
What a difference a year—and an election—can make. Just last fall, the Securities and Exchange Commission was hammering major brokerage firms.