CHICAGO, Jan. 13, 2015 /PRNewswire/ -- Envestnet,
Inc. (NYSE: ENV), announces that Six firms— BlackRock, Invesco,
Ltd., Neuberger Berman, Beaumont Capital Management, Innealta
Capital, and The Capital Group's American Funds Distributors,
Inc.—have agreed to provide original content for Envestnet
Institute (http://www.envestnetinstitute.com), its unified
education portal for empowering registered financial
professionals.
In addition, Envestnet Institute will foster strong and
meaningful interaction among members of the financial advisory
sector by incorporating the BeyondAlpha advisor community
(http://www.beyondalpha.com) into its platform.
"The addition of these five thought leaders is another step
toward our goal of making Envestnet Institute the premier source
for independent financial advisors seeking timely and informative
analysis," said Zachary Karabell,
Head of Global Strategy, Envestnet and curator of the
Institute's academic content. "We are also significantly enhancing
the portal's capacity to help advisors improve their businesses by
integrating BeyondAlpha's discussion forum functionality, which
enables advisors to securely build relationships with peers and
third parties on their own terms."
Envestnet Institute was officially launched during the "2014
Envestnet Advisor Summit: The Next Big Idea" in May 2014. The portal offers videos, webinars,
white papers, and other original content on a complimentary basis
to all registered financial professionals. These materials are
produced by a wide range of authors to provide practice management
tips, answer financial planning questions, and deliver advanced
market and industry commentary. In addition, advisors can use
Envestnet Institute to take online courses for financial services
accreditations and fulfill the continuing education requirements
associated with them.
The new Envestnet Institute partners will offer additional
content and courses related to topics such as retirement planning,
alternative investments, practice management, and international
investing.
BeyondAlpha offers a compliance-friendly environment for
advisors to exchange ideas, analysis, and business development tips
with other advisors, as well as product and service providers,
without advertisements and other online distractions. The
BeyondAlpha community is currently administered by Envestnet |
Placemark, a leading developer of unified managed accounts (UMA)
programs for banks, full-service broker-dealers, and RIA firms.
Envestnet acquired Placemark on October 1,
2014.
As part of its combination with BeyondAlpha, Envestnet Institute
will utilize a community monitor to moderate discussions among
advisors and create online discussion groups focused on specific
areas of interest and inquiry.
"Thanks to this integration, Envestnet Institute not only
delivers trusted and thought-provoking content to serve independent
advisors' ongoing education needs, but also enables them to build
their own professional networks," said Ron Fiske, Managing Director, Events &
Education, Envestnet. "We are proud to be a full-service
resource for independent advisors that wish to grow their practices
by learning from respected members of their industry."
About Envestnet
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified
wealth management technology and services to investment advisors.
Our open-architecture platforms unify and fortify the wealth
management process, delivering unparalleled flexibility, accuracy,
performance, and value. Envestnet solutions enable the
transformation of wealth management into a transparent,
independent, objective, and fully-aligned standard of care, and
empower advisors to deliver better results.
Envestnet's Advisor Suite® software empowers
financial advisors to better manage client outcomes and strengthen
their practices. Envestnet provides institutional-quality research
and advanced portfolio solutions through our Portfolio Management
Consultants group, Envestnet | PMC®. Envestnet | Tamarac
provides leading rebalancing, reporting, and practice management
software.
For more information on Envestnet, please visit
www.envestnet.com and follow @ENVintel
(https://twitter.com/envintel).
Contact:
Laura
Simpson
JCPR
(973) 850-7319
lsimpson@jcprinc.com
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SOURCE Envestnet, Inc.