Envestnet’s Post

"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