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Envestnet s Dana D Auria on the top issues advisors are facing

Just months removed from taking the reins of one of the fintech's new business lines, D'Auria joins the FP podcast to talk about what's next for the industry.

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June 2022 Riskalyze Fintech Five

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

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Envestnet president stepping down as company restructures to streamline business

Plus, a new partnership for Pontera and expanded API offerings from Riskalyze.

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Envestnet President Stuart DePina to Step Down in Restructuring

The firm is streamlining its business into three segments: Envestnet Solutions Envestnet Data and Analytics and Envestnet WealthTech.

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Envestnet Announces Business Line Transformation to Streamline and Accelerate the Growth of Its Financial Wellness Ecosystem

/PRNewswire/ Envestnet announced today organizational changes to accelerate the growth of the Envestnet financial wellness ecosystem by streamlining its.

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