News, Comment & Analysis results for Envestnet

Technology
5 February 2024

How T3 Experts See Artificial Intelligence

AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but...

Technology
8 September 2023

Digital Digest: The Latest Tech News – Technavio Report On Financial Planning Software Growth

The latest technology news in the wealth management sector from around the world. ...

Asset Management
14 January 2019

BlackRock Trims Global Workforce

The slated job cuts were flagged in an internal memo. ...

WM Market Reports
23 December 2016

Books Exploring The Ways Of Wealth, Economics And Business

Here is a selection of books on finance and wealth management that may be of interest to readers. ...

Surveys
18 May 2015

Study Finds Why Investors Aren't Totally Convinced About Socially Responsible Investing

A survey appears to suggest that for some people, companies that claim they are socially...

New Products
7 May 2015

BizEquity Launches "Advisor Office" Service For Wealth Managers' Business Owner Clients

With business owners forming such an important part of wealth managers' clients, services that give...

M and A
3 February 2015

SS&C Technologies To Acquire Advent Software In $2.7 Billion Deal; Advent Logs Rise In Income

Advent Software, the US-headquartered fintech firm serving wealth management and other firms, is to...

Awards
23 December 2014

Judges Arrive At Shortlist For Family Wealth Report Awards 2015

Held at the stunning venue of the Mandarin Oriental in New York, Family Wealth Report Awards 2015...

Awards
17 March 2014

Winners Of Inaugural Family Wealth Report Awards In New York

Last Friday, the winners of the inaugural Family Wealth Report awards were released in New York. ...

Awards
14 January 2014

Judges Issue Shortlist For New Wealth Management Awards For North America

Judges have compiled a shortlist of potentially winning candidates for a new wealth management...

Comment & Analysis results for Envestnet

Technology
26 October 2012

INTERVIEW: Envestnet On Bringing Down The Costs Of Pooled Investments For Family Offices

James Lumberg, co-founder and managing director Envestnet, outlines his firm's plans to grow its...