Newsroom

Press Release Section Image
In the News Section Image
Blog Section Image
Press Releases
Aug 27, 2024
Envestnet Tops 2024 'Wealthies' Finalists List With Seven Nominations

Recognition Spans 'All-In-One' Platforms, Innovation, Direct Indexing, Retirement, and Annuities Showcasing Envestnet's Comprehensive Solutions and Integrations BERWYN, Pa., Aug. 27, 2024...

Jul 11, 2024
ENVESTNET, LEADING WEALTH TECHNOLOGY PLATFORM, ANNOUNCES $4.5 BILLION TAKE-PRIVATE TRANSACTION WITH BAIN CAPITAL

Envestnet, Inc. (NYSE: ENV) ("the Company" or "Envestnet"), a leading provider of integrated technology, intelligent data and wealth solutions, today announced that it has entered into a...

Jul 10, 2024
ENVESTNET 2024 ADVISOR SURVEY HIGHLIGHTS WHAT'S TOP OF MIND FOR ADVISORS AS THEY FUTURE-PROOF THEIR BUSINESS

Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative BERWYN, Pa., July 10, 2024 /PRNewswire/ -- Envestnet (NYSE:...

View all releases

Blog
Sep 5, 2024
4 reasons bond ladders can be effective direct indexing strategies

The concept of direct indexing can also be extended to bond portfolios, including through the use of bond ladders.

Aug 27, 2024
Celebrity estate planning mistakes: Lessons from the rich and famous

By examining these high-profile mistakes, financial advisors can help their clients avoid similar pitfalls and streamline the transfer of wealth.

Aug 21, 2024
3 popular direct indexing strategies advisors need to know

Learn how direct indexing with beta, factor-based, and fixed income strategies can customize portfolios to align with specific goals, risk preferences, and market conditions.

View blog posts

Upcoming Events
TUG Conference
Monday, September 12, 2022 - Wednesday, September 14, 2022
Intersekt
Wednesday, September 7, 2022 - Thursday, September 8, 2022
Ameritas Connection
Tuesday, August 30, 2022 - Thursday, September 1, 2022

View all events