In the News

Envestnet has expanded its national distribution efforts within its Private Wealth Consulting business and is enhancing its product and technology offering with solutions like direct indexing and tax overlay capabilities, to help advisors better personalize their portfolio management services. This includes launching a Proposal Desk supported by its Wealth Consulting Team to serve as a resource that removes training barriers and allows advisors to more seamlessly and successfully generate a higher volume of outsourced managed account proposals for their HNW clients.
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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)

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)

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