New Envestnet RIA Capabilities include Enhanced Fixed-Income Trading tool, Unified Managed Accounts Integration, and New Client Portal
Envestnet Co-CIO and Solutions Group President Dana D'Auria Takes the Stage at Future Proof 2024 to Address the Future of Investment Delivery
BERWYN, Pa., Sept. 16, 2024 /PRNewswire/ -- Time, arguably an advisor's most valuable resource, is often in critically short supply, insufficient for what they would ideally like to spend with clients. According to Envestnet's 2024 Advisor Perspectives Survey1, nearly 40% of advisors are spending their time on investment management and administrative activities, with 30% saying they are not able to spend enough of their time with clients.
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