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Press Releases
Oct 10, 2024

Attracting and retaining high-net-worth (HNW) investors as lifelong clients is a critical focus for many financial advisors, yet the path to successfully engaging this lucrative client segment...

Sep 24, 2024

Envestnet, Inc. (NYSE: ENV) ("Envestnet," or the "Company"), a leading provider of integrated technology, data intelligence, and wealth solutions, today announced that, at a special meeting (the...

Sep 23, 2024

Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence, and wealth solutions, has been recognized as an industry leader at the 2024 WealthManagement.com Industry...

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Envestnet in the News
Oct 1, 2024
Journal of Financial Planning
Molly Weiss, group president, wealth management platform at Envestnet, discusses how data-driven insights can help advisors taken action within a client's plan and enhance client engagement and business growth. (Red Oak ID: 3912756)
Sep 30, 2024
Yahoo! Finance
Envestnet Solutions co-CIO and group president Dana D’Auria notes that while inflation continues to cool, all eyes have now turned to the state of the labor market. (Red Oak ID: 3912723)
Sep 20, 2024
ThinkAdvisor
Read about the launch of Envestnet's RIA Marketplace tool, which is designed to help advisors find managed account solutions from large, reputable asset managers, without a platform fee. Envestnet is providing endorsements in connection with a strategic partnership we have entered into with BlackRock, SSGA, Fidelity, and the affiliated registered investment advisers of Franklin Templeton (each a “Premier Partner”). The Premier Partners will pay Envestnet compensation for this endorsement, which creates an incentive for Envestnet to recommend Premier Partners to you, resulting in a material conflict of interest for Envestnet. For more information regarding the Premier Partner compensation to Envestnet and related conflicts, please see Envestnet’s Form ADV Part 2A. https://www.envestnet.com/sites/default/files/2022-12/EAM-ADV-Part2A.pdf Red Oak ID: 3897689

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Blog
Oct 10, 2024

Advisors who aren't charging for financial planning may be leaving money—and value—on the table. Our Envestnet | MoneyGuide survey uncovers insights that can help advisors stay competitive and meet client expectations.

Oct 10, 2024

Our goal is to support growth and productivity. That’s why our latest enhancements streamline advisors’ workload so they can maximize the time they spend with clients.

Oct 3, 2024

High-net-worth investors frequently accumulate large single stock holdings. Options may enable advisors to better manage the risk of these hefty positions.

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