Research shows employees today feel more disconnected at work and more stressed than ever before. These factors influence how employees feel about their jobs. https://lnkd.in/e5HKxhei Unlock the potential of your team with leadership psychology and a strong organizational culture. We spoke with Sam Ushio, Founder and Partner of Ikigai Lab, about prioritizing strengths, well-being, and how growth isn't just about success — it's about creating a workplace where everyone thrives. Embrace these principles to foster engagement, reduce turnover, and build a resilient business.
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
-
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
-
Primary
1000 Chesterbrook Blvd
Berwyn, Pennsylvania 19312, US
Employees at Envestnet, Inc
Updates
-
We can all use more time — especially advisors. Integrated technology is transforming the wealth management experience, providing advisors with tools to enhance efficiency, accuracy, and client satisfaction. https://lnkd.in/ewpJ5Awv Seamless integration means no more juggling multiple platforms or manual data entry. Advisors can access all the information they need in one place, streamline their workflows, and focus on what matters: their clients. By leveraging our integrated technology, firms can scale effortlessly, maintain robust data security, and offer a comprehensive view of client information, empowering advisors and financial professionals at every stage of client engagement. Want to learn more about how seamless integration can help firms expand their offerings with seamless access to multiple solutions? Check out our conversation with Stephen Mennella.
-
We are so proud of this year's Envestnet Scholarship winners and look forward to their growth and knowledge in the industry. To learn more about our program, visit https://lnkd.in/eG5Rgy2t.
Congratulations to the recipients of the Envestnet Scholarship! This scholarship provides financial assistance to underrepresented individuals within the financial planning profession who exhibit financial need. Envestnet, Inc has partnered with CFP Board’s Center for Financial Planning on this endeavor as part of its Envestnet Institute On Campus program, which fosters a diverse and talented workforce in the financial planning and wealth management industry. See the recipients: http://bit.ly/46BsjLI #CFPproDiversity #CFPpro Katelyn Silcox, Bridget Gleason, Cesar Holguin, Rae Hartley Beck, Shanika McCloud, Jessica Méndez Colberg, M.B.A., J.D., Rachel Fletcher
-
Thank you, Craig, for highlighting the expansion of our long-standing relationship with Fidelity Investments to deliver a next-generation unified wealth and advisory platform, FMAX. Advisor preferences are shifting to all-in-one technology platform that serves most or all their business needs. Together with Fidelity, we are excited to support this evolution by combining our industry-leading technology and service with proprietary institutional data management and investment solutions. Read more about this strategic alignment: https://lnkd.in/ejPZprT8.
Leader in #Wealthtech Strategy | Helping #WealthManagement firms drive tech value | #DataStrategy | EzraGroup.com
Our latest blog explores the enhanced partnership between Fidelity Investments and Envestnet, Inc, to support their FMAX managed accounts platform. We were fortunate to be able to speak with Gary Gallagher, Head of Wealth Management and Advisory Solutions, Fidelity Institutional, to drill down into this announcement. 🔍 Highlights: - Holistic Wealth Management: Comprehensive support from onboarding to investment consulting. - Enhanced Insights: Leveraging Envestnet's Vantage platform. - FMAX Essentials: Cost-effective solutions for small to mid-sized firms. - Seamless Integration: API connectivity with eMoney and more. Dive into how this partnership is reshaping the wealth management landscape. 🔗
-
Envestnet | PMC is a pioneer in active and passive investment styles. For over 20 years, this balanced approach has been at the heart of our investment strategy. Watch Brooks Friederich as he breaks down the latest trends in ActivePassive Portfolios. Want to dive deeper? Check out our ActivePassive Scorecard: https://lnkd.in/ewQCmXi7
-
Election season is here, and market volatility can be daunting. While this year is certainly historic, looking back at past election years can provide valuable insights. https://lnkd.in/gxpyKA_5 Behavioral finance teaches us that psychological influences and biases, like confirmation bias and herd behavior, often drive market reactions. Although past performance doesn’t predict future outcomes, historical data can help investors make more grounded financial decisions. Understanding how behavioral biases affect investment decisions is key to making informed choices. Advisors can help clients navigate the uncertainties of election cycles by discussing how election outcomes can impact sectors and markets, keeping the focus on long-term goals.
-
"We are making the advisor more productive and helping them grow their business and then creating user experiences, making the client more engaged. Envestnet is connecting the advisor and their client in a more scaled way." Hear more from Tom Sipp on InvestmentNews. https://lnkd.in/e_MSJZrK
-
We are thrilled to celebrate Bill Crager, Strategic Advisor, Co-Founder, Former CEO at Envestnet, recently honored by InvestmentNews for his Lifetime Achievement in the Wealth Management Industry! https://lnkd.in/eURdcEdM As Bill steps into a new chapter at Envestnet, he remains focused on advancing our industry, and aligning our team and mission to serve the needs of more advisors and their clients.
-
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
Navigating and Building Resilient Portfolios
envestnet.com
-
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.