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Why doesn’t mentoring seem to work?
Employers reflexively promote mentoring to cultivate diverse talent, but metrics have been scarce — until now.
Fintech Bytes: Envestnet, RIA in a Box and Yieldstreet
A roundup of this week’s fintech headlines includes a record year for Envestnet's college program and RIA in a Box partnering with LinkedIn on compliance.
Fintech Bytes: FutureProof, Tifin, Docupace and Envestnet
Here's the rest of the week’s news from the adviser fintech companies that aren’t on vacation.
Envestnet’s Ron Ransom on the biggest challenges facing ESG
The provider of outsourced investment management and financial technology appointed Ransom as group head of ESG, a new role at Envestnet.
Fintech Bytes: SEI partners with Holistiplan, IAA launches tech firm
The adviser world returned from the July 4 holiday ready to spend some money on technology.
Envestnet acquires fee and billing fintech Redi2 Technologies
The acquisition brings more than 700 RIAs using Redi2's billing and invoicing software, BillFin, into the Envestnet ecosystem.
Envestnet President Stuart DePina stepping down as part of larger reorganization
The tech giant is restructuring itself into three segments: Envestnet Solutions; Envestnet Data and Analytics; and Envestnet WealthTech.
Envestnet buys 401kplans.com, expanding retirement offerings
The company said the deal underscores its ongoing commitment to the retirement plan industry and to investing in technologies that enhance its 'financial wellness ecosystem.'
Fintech Bytes: Fidelity, Riskalyze, Snappy Krakken
A roundup of quick news items for the weekend, along with a bit of commentary from yours truly.
T3 2022 recap: Top takeaways from the adviser fintech conference
What the advisory industry will look like after the pandemic was a major theme at the conference.
Providing seamless digital experiences will help clients succeed in the long term
Advisers should provide a holistic, hyper-personalized view of a client’s entire financial life, complete with data-driven recommendations.
Envestnet president Stuart DePina expected to depart
Speculation about DePina's future with the company has circulated since reports surfaced that Envestnet is exploring a sale to private equity.
Advisers are thrilled about Elon Musk’s bid to buy Twitter
The advice industry's usual fears and concerns around tech M&A have been replaced with unbridled enthusiasm.
Envestnet embraces remote work in move from Chicago
The 23-year-old management software company is moving its headquarters to Berwyn, Pennsylvania, while offering employees 'maximum flexibility.'
Envestnet is reportedly up for sale — again
The fintech is reportedly being shopped around to private equity firms in what could potentially become one of the largest wealthtech deals to date.
Envestnet weighs options after seeing takeover interest
The Chicago-based fintech has recently been approached by at least one private equity firm interested in acquiring it, according to people familiar with the matter.
Why Envestnet is enticing advisers to dive into its massive data lake
The TAMP doubled down on its vision to aggregate the 2 petabytes of consumer spending data it collects — roughly equivalent to 1 trillion pages of printed text or 40 million filing cabinets.
Dynasty Financial IPO raises questions about future of platform
While private equity investors have an unquenchable thirst for wealth management, the public markets haven't always been kind to wealth management companies.
Financial advice in the 21st century
Evolving technology, increasing longevity and cryptocurrencies will all play a role in the future of advice, according to seven experts from across the wealth management industry.
Palazzo’s new Envestnet role is a chance to advance her vision
'The future is comprehensive financial planning,' Rose Palazzo says, and she hopes to be at the forefront of that shift as the new head of MoneyGuide.
