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Press Releases
May 20, 2026
Osaic Strengthens Partnership with Envestnet to Unify the Wealth Management Experience for Advisors

Adoption of Envestnet's Adaptive WealthTech Helps Drive Advisor Scalability and Accelerated Growth Across the Osaic Wealth Management Platform BERWYN, Pa., May 20, 2026 /PRNewswire/ -- Envestnet,...

May 20, 2026
Baird Partners with Envestnet to Accelerate Next-Gen Wealth Experience, Unifying Investments, Planning & Insurance for Advisors and Clients

Baird is the First Broker-Dealer to Fully Standardize Annuity Workflows Firmwide Using the FIDx-Powered Envestnet Insurance Exchange BERWYN, Pa., May 20, 2026 /PRNewswire/ -- Envestnet, the...

May 19, 2026
LIVE FROM ELEVATE 2026: Envestnet Unveils AI-Driven Enhancements and Accelerates Financial Planning Integration for Advisors on its Wealth Management Platform

Live Demos from Q2 Technology Release Introduced on Envestnet Elevate Mainstage, Underway at the Phoenix Convention Center BERWYN, Pa., May 19, 2026 /PRNewswire/ -- Envestnet is advancing the next...

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Envestnet in the News
May 8, 2026
The Key for Improving Access to Alternatives: Managed Models Within a Centralized Trading System
WealthManagement.com
Andrew Stavaridis, Chief Relationship Officer at Envestnet offers insights on improving access to alternatives through centralized trading systems and unified managed accounts. (Red Oak ID: 5396142)
May 1, 2026
How Mid-Year Reviews Prepare Couples for Life’s Unexpected Turns
Journal of Financial Planning
Matt Wilson, Head of Business Strategy for Envestnet | MoneyGuide, provides insight on how mid-year reviews help prepare couples for life's unexpected turns from taxes and tuition to survivor income and estate updates. (Red Oak ID: 5315163)
May 1, 2026
Envestnet’s Dana D’Auria On Adaptive WealthTech Innovation
RIA Channel
Dana D’Auria, Co-Chief Investment Officer and Group President of Envestnet Solutions, discusses advancements to the Adaptive WealthTech platform and personalization at scale. (Red Oak ID: 5374981)

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Blog
Feb 25, 2025
Building the ultimate RIA technology stack

A comprehensive tech stack is more than just a collection of tools—it is the framework for a well-built advisory practice. What combination best fits your business needs?

Feb 20, 2025
A guide to financial advisor marketing strategies that can work

The right marketing strategy can give advisors an edge over their competitors as they seek to grow their client bases, strengthen existing client relationships, and secure their practices’ future.

Feb 18, 2025
Our first wealth management platform release of 2025

Check out these quick highlights from our first product release of 2025.

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Upcoming Events
NAPA 401(k) Summit
Sunday, April 19, 2026 - Tuesday, April 21, 2026
Emigrant Partners Leadership Summit
Tuesday, April 14, 2026 - Thursday, April 16, 2026
Beacon Strategies Roundtable - RIA
Tuesday, April 14, 2026 - Thursday, April 16, 2026

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