Education for Financial Professionals

Envestnet Institute is your free online community for timely and thought provoking content from some of finance’s top thought leaders. Use it to learn more about the markets, discover new investment tools and assess new ways to serve your clients’ needs.

Opportunity Lost? The Cost of Not Being Actively Engaged

Majority of Rep-as-PM Accounts Show Low Levels of Model Changes

Are Advisors Missing a Value Opportunity?

ENVESTAT is Envestnet’s new industry analytics platform that delivers insights, trends, and predictions about investor behavior and advisory practices. The analytics will explore how much of an advisor’s asset growth can be attributed to the following factors:

Deepening existing client relationships
Broadening existing client relationships
New client relationships
Market performance
Program selection

ENVESTAT delivers regular digests of business intelligence designed to provide context to the decisions that financial advisors and enterprise business owners face every day. While the regular digests provide insights that revolve around a quarterly theme, our quarterly, ENVESTAT Intersection connects these insights to highlight the significance of the quarterly theme and its impact on advisory practices. The data provided is derived from Envestnet user data composite and has not been independently verified.

What’s on Envestnet Institute?

Rich content: topics include asset classes and investment vehicles, market trends and analyses, wealth management, practice management including all ENVESTAT issues, and more

Full range of multimedia: white papers, market commentary, videos, podcasts, webinars, and courses for CE credit

Discussions: share ideas, ask questions, and start discussions with like-minded professionals

Our Partners

This website is for investment professionals only. It is not intended for private investors. Private investors interested in investment services should contact a financial professional