In the News

Sean Meighan, Head of RIA Distribution at Envestnet, offers insights on what separates the firms that are building lasting value from those that are falling behind.

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Tyler Davidson, Vice President of Product Management at Envestnet, sat down with The Wealth Advisor’s Scott Martin to discuss the Wealth Trading Platform launch.

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Chief Growth Officer Jonathan Linstra speaks about how Envestnet is helping advisors drive growth.

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Sean Meighan, Head of RIA Distribution, discusses how RIAs can leverage Envesnet’s technology to scale efficiently and sustainably.

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Envestnet announced Vanguard will join its Fund Strategist Tax Management (FSTM) Advantage program, which helps advisors make such transitions in a tax-sensitive manner. The Vanguard Advisor’s Alpha service model is also now available through Envestnet’s platform.

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Disclosure: Neither Envestnet, Envestnet | PMC™ nor its representatives render tax, accounting or legal advice. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor. Client must carefully determine if the use of tax overlay services is appropriate for their circumstances, risk tolerance, and investment objectives. Tax management services are limited in scope and are not designed to permanently eliminate taxes in the account.

Envestnet and the managers participating in the Fund Strategist Tax Management Advantage Program (“FSTM Advantage Program”) have entered into contractual agreements to have the manager pay the cost of Envestnet’s overlay services fee when an advisor selects the manager’s investment models for use in the FSTM Advantage Program.