News, Comment & Analysis results for Envestnet
Envestnet Lifts Lid On What Advisors Really Focus On
Based on the actual data use from its own systems, the US firm shines a light on what clients want
Foundation Source Expands DAF Platform Capabilities
Foundation Source has been making a splash in the philanthropy world since it had a change at the
Summary Of Moves In North American Wealth Management – July 2025
A summary of moves and appointments in the North American wealth management sector.
Foundation Source, Envestnet Enter Partnership
Two organizations from very different areas have been through significant change, sharing the
Launched From The Beach: Envestnet Unveils $1 Billion Investment
The US-headquartered group, which has been through a lot of change since it was taken off the stock
Opinion Of The Week: Wealth Managers' AI Uses Expand; Optimum Strategy Is Tough Call
The editor considers emerging fields such as "agentic AI" and how fast, or not, wealth managers,
Envestnet Names New Finance Chief
The new CFO at Envestnet will be taking the helm from a man who has helped steer the firm through
Who’s Moving Where In Wealth Management? – AssetMark
The latest moves, appointments and personnel changes in North American wealth management.
Who's Moving Where In Wealth Management? – SEI, AssetMark, Others
The latest moves, appointments and personnel changes in North American wealth management.
SS&C To Acquire Global Funds Network In $1.0 Billion Deal
One of the largest banking and wealth sector technology firms – based in the US – has agreed to