Envestnet

U.S. tariffs are rolling out across the international trade landscape. How will the increase in global tariffs impact not only the market and inflation but also your investment portfolio? https://bit.ly/4jwaeoB We understand these unprecedented tariffs are likely making your clients nervous, but stay diversified as we weather this storm. Check out our recent analysis from the Envestnet | PMC team as they delve into the factors driving the resurgence of tariffs, uncover the sectors most affected, and outline the essential considerations for investors to stay ahead.

"No matter how many people we hire, we're not going to be able to reach all of the advisors on our platform at the level we need. We need help from those who understand these different types of strategies. One of the biggest initiatives we are working on is having our sales teams work together with our partners' teams so that we're catering to all of our clients in the way they need it today." - Dana M. D'Auria, CFA, Group President of Envestnet Solutions and Co-Chief Investment Officer, Envestnet Now that was a stacked panel! Envestnet's very own Andrew Stavaridis and Dana D'Auria were joined by panelists from BlackRock, Fidelity Investments, Franklin Templeton, and State Street SPDR ETFs to explore how our continued collaboration with some of the top asset managers in the industry can help fuel efficiency, growth, and innovation in wealth management. #ENVElevate

And that's a wrap! #ENVElevate 2025 brought together advisors, RIAs, enterprises, and fintechs from across the wealth management industry in Las Vegas for 2 full days of going ALL IN to explore the future of financial advice, showcase innovative technology, and provide valuable networking opportunities. Thank you to all of our clients and partners. We couldn't have had such a successful event without you! See you in Phoenix next year!

"The key thing in life is to surround yourself with people who know what you don't know." - George W. Bush, 43rd President of the United States and Founder of the George W. Bush Presidential Center Day 1 at #ENVElevate ended with an unforgettable conversation between President George W. Bush and our CEO, Chris Todd. In true fashion, he had the crowd erupting in laughter — and left us with a powerful message: The people you surround yourself with make you stronger. Growth happens when you thoughtfully build a strong bench and lean on others for support. For financial advisors, this couldn't be more relevant. What a historic moment to remember!

Ending #ENVElevate on a high note. Here's a look at the final night party under the stars at the Palazzo Pool Deck.

"According to McKinsey, in the next 10 years, advisors will gradually shed their role as investment managers and become more like integrated life and wealth coaches. There is so much more that your clients want beyond financial planning. The future of finance is 'wealthcare' — humans under management." - Dennis Moseley-Williams, Customer Experience Specialist Great service isn't enough anymore — you need to create a tailored, memorable client experience. Dennis Moseley-Williams is speaking our language! As an internationally recognized customer experience specialist, Dennis gave #ENVElevate attendees the tips, tricks, and tools they can take back to their practice to create trust, loyalty, and long-term engagement from their clients.

"Right now, nearly 40% of advisors’ time is spent on investment management and administrative activities, according to Cerulli. Envestnet can help you free up that time to deliver better investment solutions, grow your business, and deliver personalization in a scalable way." - Matt Erickson, Principal Director, RIA Business Development What do we mean when we talk about "team-based" RIA practices? Offloading investment management tasks to trusted providers enables RIAs to work smarter, not harder, helps eliminate risk, and frees up time to focus on client-facing activities. By collaborating with specialists and building a diverse network, RIAs can expand their offerings, boost AUM, and elevate the client experience. https://lnkd.in/e_ddXkCH #ENVElevate

We are honored to announce at #ENVElevate that, in partnership with State Street Global Advisors, we are expanding access to personalized portfolios through direct indexing on our UMA platform. https://bit.ly/4jrJHrW This offering combines the powerful legacy of index investing from one of the world’s leading asset managers with Envestnet’s sophisticated technology to deliver customized, tax-aware portfolio solutions at scale.

“Envestnet is more than just a technology platform. It’s a one-stop shop, a powerful, scalable solution that is integrated into everything we do, and makes our advisors' lives easier by providing them with a frictionless experience.” There’s nothing more important to us than our clients. We believe open dialogue not only fosters stronger relationships but also sparks innovation and new ideas. At #ENVElevate, we had the privilege of showcasing some of our most dedicated clients during a panel discussion, where they shared their stories and experiences with Envestnet. Their insights highlighted how our partnership empowers their advisors to scale their businesses and work more efficiently through the use of our technology.

Day 2 here we come, but let's take a look back at Day 1! #ENVElevate is just getting started. We have more keynotes and breakout sessions on deck to help us continue the fun! https://lnkd.in/eQETFHq8