Picking, choosing or selecting a trustee is a pain in the neck. You have to think about who, when and what. Not for today or next week but way into the future. Ugh! What does a trustee do again? Asking a few right questions can make or break the trustee decision. Read more.
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.
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.