Envestnet

Advisor Upside

Vanguard, Envestnet Team Up to Curb Tax Risks on Model Portfolio Conversions

Photo via Rafael Henrique/ZUMA Press/Newscom

Many advisors have been reluctant to move legacy portfolios into standardized models because doing so risks significant capital gains taxes.

2 min read

Photo via Rafael Henrique/ZUMA Press/Newscom

Advisor Upside

Envestnet, Orion Partnerships Add New Advisor Tools to Competing TAMPs

Announcements by two of the leading turnkey asset management platforms this week are clear moves towards open-architecture systems.

1 min read
Photo by Getty Images via Unsplash

Advisor Upside

More Work, More Pay: Advisor Retainer Fees Surge 52%

The price increases come as the industry continues to shift from investment management to financial planning.

2 min read
Photo via Envestnet

Advisor Upside

Inside Envestnet’s $1B Bet on Growth with CEO Chris Todd

After a take-private deal in 2024, the company recently announced a $1 billion spending spree to supercharge growth.

5 min read

Advisor Upside

Envestnet Sold to Bain Capital for $4.5B After ‘Tumultuous’ Year

Photo via Connor Lin / The Daily Upside

Envestnet is one of the largest wealth management software companies in the US and serves approximately one in three financial advisors.

2 min read

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