Envestnet Newsroom - In the News

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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In the News

Month Year

Dec 19, 2024

Bloomberg Intelligence: US Retail Sales

Bloomberg Intelligence

Dana D'Auria appeared on Bloomberg Intelligence to discuss the latest markets activity. (Red Oak ID: 4113759)
Dec 19, 2024

Where investors are finding safety from volatility, rate cuts

Yahoo! Finance

Dana D'Auria appeared on Yahoo! Finance to discuss small cap stocks' interest rate sensitivity. (Red Oak ID: 4113763)
Dec 9, 2024

Market slide shows ‘breadth’, money able to move into different sectors, says Envestnet’s D’Auria

CNBC Closing Bell: Overtime

Dana D'Auria appears on CNBC Closing Bell: Overtime to discuss the latest markets activity. (Red Oak ID: 4094925)
Nov 24, 2024

Envestnet Enhances Tamarac CRM Platform with New Custodial Features for Schwab Advisors

MyChesCo

Envestnet announces new features on its Tamarac CRM platform for Schwab Advisors (Red Oak ID: 4094896)
Nov 6, 2024

Envestnet Provides Advisors Access To Direct-Indexing Tool

Financial Advisor

Envestnet and Franklin Templeton expand their partnership to give Envestnet's advisors access to Franklin Templeton's Canvas platform for custom direct-indexing portfolios. (Red Oak ID: 4094913)