Product Partnership – 5/15/24
Envestnet and Salesforce announce collaboration; Pontera and Stifel help 401(k) participants pursue retirement goals; Kashable and BrightDime launch partnership to...
Tag: Envestnet
Envestnet CEO, Co-Founder Crager Stepping Down
The firm’s board is searching for a replacement to head the wealth management and financial wellness platform and product provider.
Envestnet Expects Financial Advisers to Expand Further Into 401(k) Plan Business
The firm also predicts rising demand for end-to-end technology solutions and personalized services.
Envestnet, Empower Launch 401(k) Plan Solution for Financial Advisers
The retirement platform is geared toward wealth managers seeking a plan option and includes four options for providers of target-date...
Morningstar, Envestnet Partner on Personalized IRAs Targeting All Balance Sizes
The managed accounts service will be powered by fintech IRALogix and is aimed at IRA holders without an adviser.
Adviser Product Partnerships – 9/27/23
Transamerica to collaborate with Bestow; Envestnet partners with Iconik; Lumiant announces partnership with CFGS; and more.
Investment Product and Service Launches
Envestnet launches ActivePassive ETFs; Orion Advisor Technology reveals industry’s first ChatGPT integration; AI chatbot Mo debuts on Morningstar platforms; and...
Adviser Product Partnerships
SMArtX adds 25 strategies to unified managed accounts platform, including from Fidelity and Nuveen; Goalsetter partners with Envestnet; Holistiplan tax...