In the News

Sean Meighan, Head of RIA Distribution at Envestnet, discusses the RIA landscape being reshaped by intentional growth, longer-term technology planning, and a more personalized client experience.

(Red Oak: 5384383)

Andrew Stavaridis, Chief Relationship Officer, offers insights on how alternative investments may help advisors strengthen client service and portfolio strategy, but without tech solutions to simplify access, the experience can slow workflows.

(Red Oak ID: 5295382)

Matt Wilson, Head of Business Strategy at Envestnet | MoneyGuide, discusses goals-based planning and real-time collaboration tools.

(Red Oak ID: 5253431)

Todd Rais, CAIA, Head of Research & CIO Support at Envestnet, discusses clients' growing interest in private equity, private credit, and private real estate.

(Red Oak ID: 5232842)

Andrew Stavaridis, Chief Relationship Officer, discusses how Envestnet seeks to help advisors scale, deepen client relationships, and deliver more customized experiences without losing the personal touch that defines the profession.

(Red Oak ID: 5055291)