March 3, 2000
The poll found that millennials are the most likely generation to be inspired to retire early due to COVID, with 15% saying they were moving up their retirement timeline.
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ENVESTNET ANNOUNCES FIVE-YEAR STRATEGIC ROADMAP, MARKED BY INVESTMENTS IN RESEARCH & DEVELOPMENT, CLIENT SUPPORT AND AI
Backed by the recent acquisition by Bain Capital, Envestnet's roadmap signals a strong continued focus: toward critical areas of platform unification, enhanced Unified Managed Account (UMA) infrastructure, flexible household modeling, the integration of multiple investment types, and expanded tools to help advisors deepen and expand client relationships.
Smartleaf Asset Management Now Available on the Axos Advisor Services (AAS) Platform
With SAM, advisors have full control over the investment experience. They retain control over asset allocation and product selection, either using their own or accessing them from third parties on SAM's open-architecture Model Distribution Service.