IN THE NEWS - Slide 1

Investors Say They Want Fintech And Advisors, Not Fintech Or Advisors

Financial technology and financial advisors are not at odds in the eyes of investors, but complement each other, according to a recent Envestnet survey.

IN THE NEWS - Slide 2

Estate Planning for LGBTQ+ Couples: What to Discuss With Clients

We take a closer look at SpongeBob SquarePants’ Mr. Krabs’ imagined finances within Envestnet’s client portal

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Month Year

Dec 7, 2023

There’s a generational divide in managing rising concern about financial future

InvestmentNews
Dec 7, 2023

How Much AI Do Next-Gen Clients Really Want? It Depends on Their Asset Level.

Barron's
Dec 6, 2023

Envestnet's D'Auria on US Markets

Bloomberg Daybreak: Australia
Nov 28, 2023

Wall Street’s $300 Billion Middleman Rides Model-Portfolio Boom

Bloomberg
Nov 28, 2023

Making Financial Planning Actionable

Advisorpedia