Cetera Launches Private Wealth Portfolios for Affluent Clients
By John ManganaroThe offering provides customizable investment portfolios for HNW investors through Envestnet's private wealth platform.
November 04, 2024
Axos to Integrate Envestnet's Managed Account TechThe partnership will help clients automate routine tasks like rebalancing and reporting, while expanding investment options.
September 25, 2024
Envestnet Wins Shareholder Approval for Sale to Bain CapitalMore than 99% of the votes at a special shareholder meeting were cast in favor of the sale.
September 20, 2024
Envestnet Updates RIA Platform to Optimize WorkflowsNew and updated tools aim to free up advisors' time for client relationships, Envestnet says.
July 12, 2024
'Bain Is Not Coming in Here to Cut': Envestnet ExecEVP Tom Sipp shares an insider's view on Envestnet's sale to Bain Capital and several minority investors.
July 11, 2024
Can Envestnet 'Right the Ship' After $4.5B Bain Deal?The firm must "realign for better investor outcomes for advisors, custodians and their clients," an industry consultant says.
June 13, 2024
Fidelity and Envestnet Build Out Wealth Management PlatformThe companies are combining technology and services to offer a comprehensive wealth and advisory solution.
June 05, 2024
Envestnet Launches Custom Strategies With 4 Big Asset ManagersBlackRock, Fidelity, Franklin Templeton and State Street Global Advisors will become partners in offering solutions for wealthy clients.