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

Financial Advisor