Welcome to the
Envestnet Growth Lab
Envestnet’s mission is to empower advisors with the technology, solutions, and data intelligence to drive better financial outcomes and make financial wellness a reality for more people. The Envestnet Growth Lab aims to educate advisors and provide solutions to integrate into your practice with insights from expert industry leaders. The live and on-demand classes are open to all financial professionals.
On Demand Classes
Designed exclusively for financial advisors, the Envestnet Growth Lab will discuss the strategic advantages of outsourcing, address common challenges, and provide insights on how to integrate solutions into your practice from expert industry leaders. Register now to access the On Demand classes and get started.
Building a team-based approach to investing
Now On Demand • Accepted for 1 CFP / IWI / CFA CE Credit
With consolidation and competition on the rise across the financial industry, advisors and firms are being challenged to rethink how they operate—and how they grow. Now is the time to evaluate your investment process and uncover new opportunities to add value.
Holistic tax management: What are advisors missing?
Now On Demand • Accepted for 1 CFP / IWI / CFA CE Credit
Advisors have a lot on their plates and planning for their clients’ taxes and tax loss harvesting eat up much of that time. In this session, we’ll walk advisors through some solutions they can use to go on the offensive when it comes to their clients’ taxes and incorporate truly active, holistic, tax management.
2025 Mid-Year Market Outlook
Now On Demand • Accepted for 1 CFP / IWI / CFA CE Credit
Join Envestnet | PMC as they share their views on where the markets stand at the halfway point of 2025. Along with partners from Franklin Templeton and State Street Investment Management, they’ll discuss what this year’s market volatility and geopolitical uncertainty means for your clients’ investments.
Trends Facing RIAs Today
The RIA industry has seen more transformation in the past five years than in its entire history. These changes, driven by new challenges and opportunities, are shaping the future of wealth management. These trends highlight the strategies shaping firm success for RIAs in the coming years.
PRACTICE MANAGEMENT
Personalized strategies for reducing concentrated stock risk
Strategies like direct indexing, options, and thoughtful charitable giving can be used in isolation or in combination to diversi…
Article
RIAS
5 Top RIA Trends to Power Your Practice
It’s been said that the Registered Investment Advisor (RIA) industry has changed more significantly and rapidly in the last five years…
White Paper
PRACTICE MANAGEMENT / RIAS
Future-proofing your RIA practice to meet growing client expectations
Growing client expectations and rapidly evolving technology call for RIAs to reimagine their practices and strategically…
Article
The importance of a team-based approach to investment
As client expectations increase and competition grows, financial firms are under pressure to expand their services to meet broader needs. While mergers are one approach, leveraging a network of trusted specialists offers a more scalable, efficient alternative. Team-based investing is gaining traction, allowing RIAs to enhance their offerings beyond portfolio management while keeping client relationships intact. As clients’ financial needs grow more complex, advisors are increasingly expected to provide holistic services like tax optimization, estate planning, and charitable giving strategies.
98%
of advisors report they deliver better investment solutions as a result of outsourcing.
Source: Cerulli U.S. Advisor Metrics 2022
A solution to help you take action with the RIA Marketplace
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Envestnet RIA Marketplace
In today’s fast-paced financial landscape, clients’ expectations of the services provided by their financial advisors have grown tremendously. As the industry continues to evolve, it is essential to adapt and incorporate innovative strategies into your practice to meet these heightened demands.
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RIA Marketplace Insights: Enhancing Value Through Strategic Outsourcing
It’s been said that the Registered Investment Advisor (RIA) industry has changed more significantly and rapidly in the last five years than it has since its inception.
RIA Marketplace provides advisors with access to Fund Strategist Portfolios (FSPs) managed by third-party asset managers who have entered into a strategic partnership with Envestnet. In connection with this relationship, Envestnet is compensated by the third-party asset managers based on the value of assets invested in the models participating in this program, which creates a conflict of interest. For more information regarding the RIA Marketplace Program and related conflicts, please see Envestnet’s Form ADV Part 2A