For taxpayers who are relying on their retirement plans on a month-to-month basis for living expenses, the expiration of the suspension won’t be an issue. For those who had extra cash on hand, however, it could provide something of a windfall this tax season.
At Elevate 2025, new CEO Chris Todd outlined a focused and tech-driven vision for Envestnet’s future—combining fintech innovation with operational discipline to accelerate growth. His strategy emphasizes technology excellence, pragmatic expansion through “build, partner, buy” analysis, and platform enhancements including AI capabilities. Todd aims to align internal teams and external stakeholders around Envestnet’s new direction.
At Elevate 2025, Envestnet's new CEO Chris Todd outlined a focused and tech-driven vision for the platform's future—combining fintech innovation with operational discipline to accelerate growth. His strategy emphasizes technology excellence, pragmatic expansion and enhancements including AI capabilities. Todd aims to align internal teams and external stakeholders around Envestnet’s new direction.