Envestnet 2018

3 tech trends that will change the game

June 04, 2018 | Runtime: 2:26

What technology trends do you need to pay attention to now to stay ahead of the curve? Executives from Envestnet say it is all about client engagement, data and artificial intelligence.

The evolution of the independent adviser

June 04, 2018 | Runtime: 4:06

Over the past 10 years, the role of the independent adviser has changed. Much of it has to do with the technology at their fingertips. Stuart DePina and Andina Anderson of Envestnet Tamarac explain.

Attracting and training the next generation of advisers

June 04, 2018 | Runtime: 4:22

Envestnet has a program to educate diverse “workforce ready” students to the asset and wealth management industry. Statistically, 79% of students starting the program have finished it and are now looking for jobs.

Envestnet's Yackel: How is technology helping bank advisers evolve?

June 04, 2018 | Runtime: 4:04

With the use of more technology, wealth managers in the bank channel are expanding their offerings. Envestnet's John Yackel explains how advice through banks and credit unions is changing.

How Alexa is changing investment advice

June 04, 2018 | Runtime: 4:04

Envestnet's EnvisionIQ is changing how advisers access data. Frank Coates, Executive Managing Director, Envestnet | Yodlee, shows how the power of voice is helping advisers.

Retirement planning trends

May 25, 2018 | Runtime: 5:00

Trends from the last 3-4 years continue, but that doesn't mean you can let your guard down, says Babu Sivadasan from Envestnet Retirement Services

How are financial services reacting to 'Times Up?'

May 25, 2018 | Runtime: 4:58

There is much left to be done to reach full equality, say Estee Jimerson of Envestnet, but things are improving.

What does the practice of the future look like?

May 25, 2018 | Runtime: 6:11

From Envestnet's Advisor Summit 2018, Bill Crager lays out his vision for the future.

Volatility in the markets, volatility in Washington: how are politics affecting the markets?

May 25, 2018 | Runtime: 3:34

Tim Clift from Envestnet share his thoughts o how much, if at all, the broiling politics of D.C. impact the rise and fall of the markets.

Engaging your clients, it's not just one meeting a year anymore

May 25, 2018 | Runtime: 2:21

Brandon Rembe, Envestnet's CTO, explains how a tech based, multifaceted approach to client engagement will improve your success.

 
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