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Envestnet shares up 9% as reports suggest it’s in talks to sell to PE
Wealth management technology company has reportedly hired Morgan Stanley as advisor.
Fiduciary Institute shapes next-gen advisors with leadership course
The program seeks to build on the vision articulated by industry icon Dick Wagner.
Carson Group hires former Envestnet, LPL executives to bolster growth strategy
Dani Fava is joining the firm as its chief strategy officer.
Independent Financial Group deepens tech ties with Envestnet
The broker-dealer is ramping up support for its advisor affiliates with new lending, planning, and investment integrations.
ESG backlash will soon blow over, Envestnet strategist says
'While some of the criticism is healthy and understandable, some of it has been a little bit unhinged from reality,' Kiley Miller says.
Envestnet sees Q4 bump with surge in nonrecurring revenue
The company’s annual revenue was virtually unchanged from 2022 even as it faced challenges from ballooning operating expenses.
The biggest TAMP is looking for a CEO. Could an outsider satisfy investors?
As Envestnet searches for a new leader, it may also be exploring a sale of Yodlee, its data aggregator.
Envestnet co-founder Crager to step down as CEO
Bill Crager has led the firm since 2019, and his departure follows more than a year of significant developments at the fintech.
Top trends shaping advisor business growth in 2024
Envestnet reveals what it believes will shape the industry in the coming year.
Envestnet exploring sale of Yodlee
The data aggregation firm was purchased by Envestnet in 2015 for about $590 million.
There’s a generational divide in managing rising concern about financial future
Envestnet survey reveals need for blend of technology and human advisor insights.
Envestnet rides boom in model portfolios
The firm's platform offers around 2,000 customized products from some 150 asset managers, tapping into rising demand for bespoke portfolios.
Morningstar, Envestnet team up to revolutionize IRA advisory space
New solution will enable asset managers to empower small-balance IRA holders.
Envestnet partners with iconik for personalized proxy voting
'Advisors in the Envestnet ecosystem will have access to set-and-forget voting technology,' says iconik's Alex Thaler.
Envestnet revenue falls short of expectations in Q2
Company did meet Wall Street’s expectations for earnings per share at $0.46 and CEO says he expects the Data and Analytics business to stabilize in the second half of the year.
Envestnet launches ETFs blending active and passive strategies
The four ETFs consist of passive and factor-based exposures managed by Envestnet and active exposures managed by third-party investment managers.
InvestCloud took a shot at Envestnet and missed
The company, which made a significant investment to challenge Envestnet's supremacy among TAMPs, underwent a sudden shakeup in leadership last month.
Envestnet shares struggle after Q1 revenue falls
Envestnet reported revenue of $298.71 million for the first quarter, down 7.1% from the same period last year.
Envestnet introduces product updates, new partnerships at annual conference
Improving the digital experience for advisors and clients was a significant theme; Envestnet also announced a partnership with Empower to give advisors easy access to retirement plans.
Envestnet CEO on the company’s recent challenges and the opportunities ahead
Although its efforts to meld its businesses met with some opposition, the company's revamped platform will provide great returns for users and investors, Bill Crager says.
