Delve into Q2 2024's impact on portfolio strategies, where traditional 60/40 allocations face challenges as U.S. equities outperformed and fixed income yields remained flat. This shift underscores a growing preference for cash and AI-driven growth sectors, prompting a reevaluation of conventional investment models. For a closer look at our analysis of active and passive asset classes, check out the Envestnet ActivePassive® Scorecard to explore actionable insights: https://lnkd.in/dW27WYpY
About us
Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions – backed by industry-leading service and support. Serving the wealth management industry for 25 years with more than $6 trillion in platform assets—more than 109,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs -- thousands of companies, depend on Envestnet technology and services to help drive business growth and productivity, and better outcomes for their clients. Data as of 3/31/24. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@ENVintel). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy
- Website
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http://www.envestnet.com/
External link for Envestnet, Inc
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Berwyn, Pennsylvania
- Type
- Public Company
Locations
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Primary
1000 Chesterbrook Blvd
Berwyn, Pennsylvania 19312, US
Employees at Envestnet, Inc
Updates
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Leveraging data to optimize wealth management strategies is not just the next step — it's the leap forward we've been waiting for. https://lnkd.in/d3cp9-ms Take a look at how firms and advisors are leveraging our data solutions and Wealth Management Platform to help enable more intelligent decision-making.
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Each month, the Envestnet | PMC Global Macro Team provides insights into trends that may be top of mind for your clients. https://lnkd.in/g_7nSwTx Let’s take a deeper dive into one of this month’s hot topics — market volatility is at a four-year low.
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Q2 2024 was successful — so long as you don’t dig too deep. Dana M. D'Auria, CFA explains how the S&P is on the rise, but emerging markets are stealing the show this quarter with a 5% jump. Meanwhile, the communications and tech sectors are rocketing to the top, making waves and taking names. Listen in for her full take ➡️ https://lnkd.in/dAGHseGY
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Is it time to rethink those traditional portfolio strategies and lean into private credit and flexible approaches to hedge against market volatility? https://bit.ly/3zOToPH At #ENVElevate 2024, Dana M. D'Auria, CFA, Co-CIO and Group President, Envestnet Solutions and Rick Rieder, Senior Managing Director and Chief Investment Officer of Global Fixed Income at BlackRock explored some valuable insights into navigating the current financial landscape.
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🌻 The ENV Denver team is really rooting for our parks! They teamed up with Denver Park Trust and a horticulturist to weed the sunflower patch and plant new trees. We love to see our community blossom! #ENVCares
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"Our insights and analytics will be as good as the data we're provided. We can provide insights to the advisor about what that client might need. We look for opportunities, whether that's an underperforming account or an account that's not investing appropriately, given the client's risk. Then we surface insights to the advisor to say; you should have a conversation with this client because they might not be invested according to what is holistically the best thing for that client and their goals." Hear more from Molly Weiss on InvestmentNews. https://lnkd.in/eEYhxmqJ Disclosure: Potential transactions identified by the Insights Engine or Non-Managed Insights tool are based on concentrated positions, concentrated asset classes, and/or high cash allocations but do not include a fee analysis or other factors that should be taken into account when considering brokerage versus advisory accounts. Potential transactions identified by the Insights Engine are for informational purposes only and are not to be construed as an instruction to take any specific action. Envestnet, Inc. and its subsidiaries and affiliates are not responsible for any decisions or recommendations you may provide to your clients.
Tools for Holistic Client Advice
https://www.investmentnews.com
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"Our attention has been focused on 'next best action.' That's really what defines Envestnet's insights engine. It's a collection of both business rule and machine learning-based models that help advisors analyze their book across multiple categories and surfacing to advisors what clients in their book of business qualify for that action." Hear more from Jeremi Karnell on InvestmentNews. https://lnkd.in/e-sAW6mq Disclosure: Potential transactions identified by the Insights Engine or Non-Managed Insights tool are based on concentrated positions, concentrated asset classes, and/or high cash allocations but do not include a fee analysis or other factors that should be taken into account when considering brokerage versus advisory accounts. Potential transactions identified by the Insights Engine are for informational purposes only and are not to be construed as an instruction to take any specific action. Envestnet, Inc. and its subsidiaries and affiliates are not responsible for any decisions or recommendations you may provide to your clients.
Helping advisors maximize revenue opportunities
https://www.investmentnews.com
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Envestnet, Inc reposted this
Always a pleasure to join Bloomberg Businessweek to discuss our acquisition by Bain Capital and news in the markets, focusing this week on big bank earnings. Click through to the 40-minute mark for my take: https://lnkd.in/eRqV-mNr Thanks Carol Massar and Tim Stenovec for having me!
Bloomberg Businessweek: Big Bank Earnings - Bloomberg
bloomberg.com
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As announced this week, we are thrilled about this exciting new chapter for Envestnet and Bain Capital. With our core mission in mind - to help all financial advisors grow and become more successful with the tools, technology, and solutions we offer – from institutional advisors to RIAs, we will continue to serve all business models and enable advisors to better serve clients across all stages of their financial lives. As we build the platform and solutions that will serve our clients completely and holistically, we remain focused on serving the RIA market with Envestnet | Tamarac and wealth technology and solutions, as well as integrating and bringing our Envestnet | MoneyGuide financial planning capabilities to more advisors – a central part of our long-term technology strategy. With Bain Capital, we will speed up our strong momentum and build on our scale and competitive advantage. Together, we will realize our vision to serve more advisors with more customized, holistic financial advice.