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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.
Lumiant acquires longevity and health planning fintech Genivity
Genivity's core product creates a customized longevity model based on a client's health risks, lifestyle choices and demographics.
iCapital launches structured investments offering on Envestnet
The integration provides advisors with proposal generation tools, analytical features, trading workflows and the ability to integrate data on structured investments into client reports.
Envestnet adds three board members to avert proxy contest
Lauren Taylor Wolfe, co-founder and managing partner of activist hedge fund Impactive Capital, has joined Envestnet’s board.
Covered call ETFs uncovered
The age-old strategy, neatly wrapped in the low-cost convenience of an exchange-traded fund, has gained fresh momentum in the volatile market environment.
T3 2023: Few firms adopting cybersecurity tools
Also at this year's conference, MoneyGuide founder Bob Curtis returns with a vision for a new fintech, while executives from Envestnet and Advisor Engine provide updates.
Fintech Bytes: TD Ameritrade updates trading software, Vanguard enhances robo
Plus Pontera integrates with Envestnet, Tifin announces Morningstar collaboration, and Hearsay adds features to Sites.
MoneyGuide founder Tony Leal departing leadership role at Envestnet
Rose Palazzo, currently the head of MoneyGuide, will assume Leal's duties as group president of Envestnet Financial Planning.
Tom Naratil one of four nominees to Envestnet board in escalating proxy contest
Instead of a single seat on the company's board, activist investor Impactive Capital is now seeking more significant change.
Dynasty IPO is still in the cards, Shirl Penney says
Despite Dynasty's sales of minority ownership stakes to Schwab and a private equity investor, a public stock offering is still the best long-term strategy for the platform, the CEO says.
Fintech challenged by market forces
While most adviser-facing fintechs were spared the pain felt across the wider technology landscape, not everyone escaped the year unscathed.
Advisers should brace for the relentless case for direct indexing
Despite lukewarm adoption by financial advisers, the financial services industry is committed to leveraging this crucial channel to get direct indexing in front of more investors.
Envestnet closes $575 million debt offering
The unsecured convertible notes have a 2.625% annual interest rate and will mature on Dec. 1, 2027.
Activist investor challenges Envestnet’s poor stock performance
Hedge fund Impactive Capital is threatening a proxy fight in an effort to secure a seat on Envestnet's board.
Fintech Bytes: Crypto collapses, Envestnet eyes custody business, SEI adds UMAs
A roundup of the week's top fintech news, including crypto's collapse, Envestnet's custodian plans and SEI adding UMAs.
Fintech Bytes: Envestnet, Addepar, FLX Networks and more
A roundup of some of the fintech headlines you may have missed this week.
Advisers still behind on digital account opening, industry leaders say
After years of investing in middle-office technology and client-facing portals, many firms struggle to offer digital account opening on par with fintech startups.
Envestnet rolls out program that lets advisers see how they measure up against peers
The free, anonymous assessment takes about 20 minutes to complete, and Envestnet is building a comprehensive database from the findings.
Envestnet adds crypto to Tamarac with two fintech integrations
The integrations with Flourish Crypto and Gemini Bitria pull custodial data on cryptocurrencies into the RIA technology platform.
TAMPs race to build comprehensive wealth management platforms
After years of consolidation, the platforms that solve the puzzle could win future advisers and their assets. The ones that don’t may find themselves acquired.
