Envestnet, Inc

🎉✨ 100K and counting! 🎉✨ We've officially hit 100,000 followers on LinkedIn! A huge THANK YOU to our incredible clients, advisors, and partners for helping us reach this milestone. It’s through these relationships that we continue to grow and innovate together, shaping the future of wealth management. For over 25 years, we’ve been dedicated to empowering financial professionals and their clients. We’re proud of the community we’ve built and excited for the future we’ll create together. Thank you for being part of the Envestnet journey!

We are thrilled to announce the recent launch of HARBOR, Envestnet's Employee Resource Group for women and allies, in India! Our first-ever Global Women's Event took place in Trivandrum, where nearly 100 women gathered alongside Envestnet leadership for an inspiring event focused on peer-to-peer support, personal branding, resilience, and networking. The event featured small-group breakouts, fostering honest conversations and lasting connections. We're excited for the future of HARBOR ERG as it continues to grow and create meaningful opportunities both in Trivandrum, the U.S., and beyond.

Our advisor survey shows nearly one-third of advisors plan to enhance their services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, rising to 40% among firms managing over $500 million in assets. That’s why we remain focused on empowering advisors with the tools and solutions they need to succeed in this competitive landscape. Through enhanced product and distribution efforts, we can help advisors expand their HNW client base while providing greater value to investors. By offering personalized services and advanced wealth management solutions, we are building deeper client relationships and driving sustainable growth for advisors. Discover more about how Envestnet supports advisors in expanding their high-net-worth client base. https://bit.ly/3XTDs76

Personalization is key in today’s world of investing, and offering tailored portfolios to clients is no longer optional — it's a must. If you're headed to the #MMIAnnualConference, plan to see Molly Weiss, Group President, Wealth Management Platform, as she offers a unique perspective on how technology is driving the future of personalization, enabling wealth managers and advisors to deliver tailored solutions that help meet the evolving needs of high-net-worth clients. Don't miss out on her vision for the future of tech-powered portfolio personalization and the balance between products and platforms.

There is a shift happening in the financial advisor space from commission-based income models to fee-based models in large part because consumers prefer a fee-based structure. https://bit.ly/3ZVlML5 In fact, Envestnet research shows that advisors currently receive an average of 71.1% of their compensation from asset-based fees, with that number expected to rise to 76.7% by 2025. Get the scoop on the latest advisor trends and research from Blake Wood in Rethinking65.

Has the market been overshooting on expectations of the Fed? Discover insights from Dana M. D'Auria, CFA on the Fed’s future decisions and market outlook on Yahoo Finance. https://yhoo.it/3Ni05gC

HOLA Envestnet, our ERG that creates a space for Hispanic/Latin/x employees to thrive, celebrates culture, and contributes to the professional growth of both our members and Envestnet, joined forces with #ENVCares for a volunteer event with a big mission: creating personalized care packages filled with healthy food and hygiene essentials for those in need. All of the food packages are now on their way to support Second Harvest and nourish our community. Together, we’re building a stronger, more connected community.

One of the potential benefits of SMAs has been the implementation of customization in a way that can’t be done with mutual funds or ETFs. https://bit.ly/4erzWrK With direct indexing, the promise of personalization can be achieved. Advisors are able to choose, for example, the domestic or international equity class and style, creating bespoke portfolios for each client. Hear more from Brandon Thomas on Asset TV.

Set yourself apart in a crowded market by embracing comprehensive financial planning as more than just a service — it's a game-changer. https://lnkd.in/eGS4Jfjt Show your clients that you're deeply committed to understanding their unique financial lives, and strengthen that bond with advanced tools like planning software and data analytics. The result? Personalized experiences, real-time adjustments, and stronger, long-term relationships built on trust.

A bond ladder is a strategy in which an investor purchases a series of bonds with different maturities, spreading the investment across various time horizons. https://lnkd.in/etmwx98E By allowing investors to customize their bond holdings, control cash flows, and generate tax-efficient income, bond ladders offer similar benefits as direct indexing in the equity asset class. They are an attractive option for investors seeking personalized fixed-income exposure.