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ENVintel's profile picture. A Better Way to Manage Wealth. Privacy statement: http://bit.ly/ENVprivacy. Social media disclosure: http://bit.ly/ENVdisclosure.

Envestnet

@ENVintel

A Better Way to Manage Wealth. Privacy statement: http://bit.ly/ENVprivacy. Social media disclosure: http://bit.ly/ENVdisclosure.

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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/10/03

Discover the most widely used AI Insights across the Envestnet ecosystem: bit.ly/4nwg2Ab

Envestnet_'s tweet image. Discover the most widely used AI Insights across the Envestnet ecosystem: bit.ly/4nwg2Ab
Envestnet_'s tweet image. Discover the most widely used AI Insights across the Envestnet ecosystem: bit.ly/4nwg2Ab
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/09/30

Taxes are inevitable. Surprises aren’t. Many clients budget for vacations or charitable giving, but few have a tax budget. Stop letting taxes sneak up on your clients. Make them predictable, manageable, and part of the conversation. Learn how: envestnet.com/tax-management…

Envestnet_'s tweet image. Taxes are inevitable. Surprises aren’t. Many clients budget for vacations or charitable giving, but few have a tax budget. Stop letting taxes sneak up on your clients. Make them predictable, manageable, and part of the conversation. Learn how: envestnet.com/tax-management…
Envestnet_'s tweet image. Taxes are inevitable. Surprises aren’t. Many clients budget for vacations or charitable giving, but few have a tax budget. Stop letting taxes sneak up on your clients. Make them predictable, manageable, and part of the conversation. Learn how: envestnet.com/tax-management…
Envestnet_'s tweet image. Taxes are inevitable. Surprises aren’t. Many clients budget for vacations or charitable giving, but few have a tax budget. Stop letting taxes sneak up on your clients. Make them predictable, manageable, and part of the conversation. Learn how: envestnet.com/tax-management…
Envestnet_'s tweet image. Taxes are inevitable. Surprises aren’t. Many clients budget for vacations or charitable giving, but few have a tax budget. Stop letting taxes sneak up on your clients. Make them predictable, manageable, and part of the conversation. Learn how: envestnet.com/tax-management…
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/09/29

Life changes fast. Divorce, separation, or losing a spouse can leave clients facing sudden financial independence. Advisors who pair skill with empathy build trust that lasts. envestnet.com/financial-plan…

Envestnet_'s tweet image. Life changes fast. Divorce, separation, or losing a spouse can leave clients facing sudden financial independence. Advisors who pair skill with empathy build trust that lasts. envestnet.com/financial-plan…
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/09/22

Winning high-net-worth clients is one thing. Keeping them is another. The difference? Asking the right questions. envestnet.com/financial-inte…

Envestnet_'s tweet image. Winning high-net-worth clients is one thing. Keeping them is another. The difference? Asking the right questions. envestnet.com/financial-inte…
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/09/15

Your HNW clients may not be ready for a full-fledged family office, but that doesn’t mean you can’t deliver a family office experience. envestnet.com/financial-inte…

Envestnet_'s tweet image. Your HNW clients may not be ready for a full-fledged family office, but that doesn’t mean you can’t deliver a family office experience. envestnet.com/financial-inte…
Envestnet_'s tweet image. Your HNW clients may not be ready for a full-fledged family office, but that doesn’t mean you can’t deliver a family office experience. envestnet.com/financial-inte…
Envestnet_'s tweet image. Your HNW clients may not be ready for a full-fledged family office, but that doesn’t mean you can’t deliver a family office experience. envestnet.com/financial-inte…
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/08/28

Since 2015, the Envestnet on Campus (EOC) program has been dedicated to bridging the gap between academia and the financial services industry. We’ve empowered students with the knowledge and skills needed to succeed in asset and wealth management careers. short.url/aBcXyZ

Envestnet_'s tweet image. Since 2015, the Envestnet on Campus (EOC) program has been dedicated to bridging the gap between academia and the financial services industry. We’ve empowered students with the knowledge and skills needed to succeed in asset and wealth management careers. short.url/aBcXyZ
Envestnet_'s tweet image. Since 2015, the Envestnet on Campus (EOC) program has been dedicated to bridging the gap between academia and the financial services industry. We’ve empowered students with the knowledge and skills needed to succeed in asset and wealth management careers. short.url/aBcXyZ
Envestnet_'s tweet image. Since 2015, the Envestnet on Campus (EOC) program has been dedicated to bridging the gap between academia and the financial services industry. We’ve empowered students with the knowledge and skills needed to succeed in asset and wealth management careers. short.url/aBcXyZ
Envestnet_'s tweet image. Since 2015, the Envestnet on Campus (EOC) program has been dedicated to bridging the gap between academia and the financial services industry. We’ve empowered students with the knowledge and skills needed to succeed in asset and wealth management careers. short.url/aBcXyZ
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/08/25

A talent shortage is coming. Over 100,000 financial advisors are expected to retire in the next decade, many of them managing a significant share of U.S. assets. At the same time, demand for financial advice has never been greater. short.url/aBcXyZ

Envestnet_'s tweet image. A talent shortage is coming. Over 100,000 financial advisors are expected to retire in the next decade, many of them managing a significant share of U.S. assets. At the same time, demand for financial advice has never been greater. short.url/aBcXyZ
Envestnet_'s tweet image. A talent shortage is coming. Over 100,000 financial advisors are expected to retire in the next decade, many of them managing a significant share of U.S. assets. At the same time, demand for financial advice has never been greater. short.url/aBcXyZ
Envestnet_'s tweet image. A talent shortage is coming. Over 100,000 financial advisors are expected to retire in the next decade, many of them managing a significant share of U.S. assets. At the same time, demand for financial advice has never been greater. short.url/aBcXyZ
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/08/21

Our Envestnet Delegates, a high-impact program tailored development experience designed to elevate our top emerging talent, stepped in to help, working with Project HOME to fill 100 hygiene packs for underprivileged youth. #WeAreENV

Envestnet_'s tweet image. Our Envestnet Delegates, a high-impact program tailored development experience designed to elevate our top emerging talent, stepped in to help, working with Project HOME to fill 100 hygiene packs for underprivileged youth. #WeAreENV
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/08/20

A recent @Blackrock survey shows women control over $10 trillion in U.S. assets, a number projected to triple by 2030. Their growing influence presents an incredible opportunity for advisors ready to listen, adapt, and lead. bit.ly/4oLFPpa

Envestnet_'s tweet image. A recent @Blackrock survey shows women control over $10 trillion in U.S. assets, a number projected to triple by 2030. Their growing influence presents an incredible opportunity for advisors ready to listen, adapt, and lead. bit.ly/4oLFPpa
Envestnet_'s tweet image. A recent @Blackrock survey shows women control over $10 trillion in U.S. assets, a number projected to triple by 2030. Their growing influence presents an incredible opportunity for advisors ready to listen, adapt, and lead. bit.ly/4oLFPpa
Envestnet_'s tweet image. A recent @Blackrock survey shows women control over $10 trillion in U.S. assets, a number projected to triple by 2030. Their growing influence presents an incredible opportunity for advisors ready to listen, adapt, and lead. bit.ly/4oLFPpa
Envestnet_'s tweet image. A recent @Blackrock survey shows women control over $10 trillion in U.S. assets, a number projected to triple by 2030. Their growing influence presents an incredible opportunity for advisors ready to listen, adapt, and lead. bit.ly/4oLFPpa
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/08/19

Advisors aren’t just competing with the firm down the street. They’re up against robo-advisors, digital platforms, and tech disruptors. So how do you turn prospect interest into lasting client relationships? bit.ly/4mrpDrE

Envestnet_'s tweet image. Advisors aren’t just competing with the firm down the street. They’re up against robo-advisors, digital platforms, and tech disruptors. So how do you turn prospect interest into lasting client relationships? bit.ly/4mrpDrE
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/08/18

We’re excited to welcome John Hofmann as Envestnet’s Chief Financial Officer. newsroom.envestnet.com/2025-08-18-ENV… As a proven CFO across multiple private-equity-backed companies, John has the ability to turn opportunity into growth and build operational strength as organizations scale.

Envestnet_'s tweet image. We’re excited to welcome John Hofmann as Envestnet’s Chief Financial Officer. newsroom.envestnet.com/2025-08-18-ENV… As a proven CFO across multiple private-equity-backed companies, John has the ability to turn opportunity into growth and build operational strength as organizations scale.
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/08/15

AI is rapidly evolving across financial services, much of the focus remains on surface-level use cases. We’ve taken a more foundational approach, building an intelligence layer designed to help advisors and enterprises move from reaction to orchestration. short.url/aBcXyZ

Envestnet_'s tweet image. AI is rapidly evolving across financial services, much of the focus remains on surface-level use cases. We’ve taken a more foundational approach, building an intelligence layer designed to help advisors and enterprises move from reaction to orchestration. short.url/aBcXyZ
Envestnet_'s tweet image. AI is rapidly evolving across financial services, much of the focus remains on surface-level use cases. We’ve taken a more foundational approach, building an intelligence layer designed to help advisors and enterprises move from reaction to orchestration. short.url/aBcXyZ
Envestnet_'s tweet image. AI is rapidly evolving across financial services, much of the focus remains on surface-level use cases. We’ve taken a more foundational approach, building an intelligence layer designed to help advisors and enterprises move from reaction to orchestration. short.url/aBcXyZ
Envestnet_'s tweet image. AI is rapidly evolving across financial services, much of the focus remains on surface-level use cases. We’ve taken a more foundational approach, building an intelligence layer designed to help advisors and enterprises move from reaction to orchestration. short.url/aBcXyZ
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/08/12

The second quarter of 2025 extended the year’s volatility, as markets reacted to geopolitical shocks, escalating trade tensions, and unpredictable policy shifts. For more, explore our full Q2 ActivePassive Scorecard: envestnet.com/financial-inte…

envestnet.com

Analyzing Q2 2025 active and passive asset classes | Envestnet

Envestnet | PMC is an industry pioneer in blending the two opposing investment styles: active and passive.

ソース: envestnet.com
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/08/07

Gen X is nearing retirement — and for many, the math doesn’t add up. With just 7 years to full retirement age, this generation presents one of the biggest planning opportunities of the next decade. The time to build those relationships is now: envestnet.com/financial-inte…

Envestnet_'s tweet image. Gen X is nearing retirement — and for many, the math doesn’t add up. With just 7 years to full retirement age, this generation presents one of the biggest planning opportunities of the next decade. The time to build those relationships is now: envestnet.com/financial-inte…
Envestnet_'s tweet image. Gen X is nearing retirement — and for many, the math doesn’t add up. With just 7 years to full retirement age, this generation presents one of the biggest planning opportunities of the next decade. The time to build those relationships is now: envestnet.com/financial-inte…
Envestnet_'s tweet image. Gen X is nearing retirement — and for many, the math doesn’t add up. With just 7 years to full retirement age, this generation presents one of the biggest planning opportunities of the next decade. The time to build those relationships is now: envestnet.com/financial-inte…
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/08/04

Selecting the right trading tool is crucial to helping clients meet their financial goals. See firsthand how firms are leveraging Envestnet’s trading capabilities to transform their practices and deliver more impactful results for their clients. envestnet.com/financial-inte…

Envestnet_'s tweet image. Selecting the right trading tool is crucial to helping clients meet their financial goals. See firsthand how firms are leveraging Envestnet’s trading capabilities to transform their practices and deliver more impactful results for their clients. envestnet.com/financial-inte…
Envestnet_'s tweet image. Selecting the right trading tool is crucial to helping clients meet their financial goals. See firsthand how firms are leveraging Envestnet’s trading capabilities to transform their practices and deliver more impactful results for their clients. envestnet.com/financial-inte…
Envestnet_'s tweet image. Selecting the right trading tool is crucial to helping clients meet their financial goals. See firsthand how firms are leveraging Envestnet’s trading capabilities to transform their practices and deliver more impactful results for their clients. envestnet.com/financial-inte…
Envestnet_'s tweet image. Selecting the right trading tool is crucial to helping clients meet their financial goals. See firsthand how firms are leveraging Envestnet’s trading capabilities to transform their practices and deliver more impactful results for their clients. envestnet.com/financial-inte…
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/07/24

Last week, our leadership team came together to sharpen their skills and strengthen their focus in this new era of Envestnet. Strong leadership starts with self-awareness, trust, and a shared commitment to moving forward together. #WeAreENV

Envestnet_'s tweet image. Last week, our leadership team came together to sharpen their skills and strengthen their focus in this new era of Envestnet. Strong leadership starts with self-awareness, trust, and a shared commitment to moving forward together. #WeAreENV
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/07/23

Osaic set out to unify tech across nine firms—without sacrificing advisor independence. With Envestnet’s Unified Managed Platform, they’re modernizing at their own pace. See how our partnership is driving scalable, integrated growth: bit.ly/3IGL4WE

Envestnet_'s tweet image. Osaic set out to unify tech across nine firms—without sacrificing advisor independence. With Envestnet’s Unified Managed Platform, they’re modernizing at their own pace. See how our partnership is driving scalable, integrated growth: bit.ly/3IGL4WE
Envestnet_'s tweet image. Osaic set out to unify tech across nine firms—without sacrificing advisor independence. With Envestnet’s Unified Managed Platform, they’re modernizing at their own pace. See how our partnership is driving scalable, integrated growth: bit.ly/3IGL4WE
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/07/22

Munis remain a go-to for clients focused on after-tax income and capital preservation. Explore how tailored SMA strategies and high-yield options can add stability, flexibility, and tax efficiency to portfolios. bit.ly/3GXHc2Y

Envestnet_'s tweet image. Munis remain a go-to for clients focused on after-tax income and capital preservation. Explore how tailored SMA strategies and high-yield options can add stability, flexibility, and tax efficiency to portfolios. bit.ly/3GXHc2Y
Envestnet_'s tweet image. Munis remain a go-to for clients focused on after-tax income and capital preservation. Explore how tailored SMA strategies and high-yield options can add stability, flexibility, and tax efficiency to portfolios. bit.ly/3GXHc2Y
Envestnet_'s tweet image. Munis remain a go-to for clients focused on after-tax income and capital preservation. Explore how tailored SMA strategies and high-yield options can add stability, flexibility, and tax efficiency to portfolios. bit.ly/3GXHc2Y
Envestnet_'s tweet image. Munis remain a go-to for clients focused on after-tax income and capital preservation. Explore how tailored SMA strategies and high-yield options can add stability, flexibility, and tax efficiency to portfolios. bit.ly/3GXHc2Y
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/07/21

High-net-worth clients don’t want to feel like just another name in your book of business. They want an advisor who understands their goals, anticipates their needs, and delivers a truly personalized experience. bit.ly/4lFuEMV

Envestnet_'s tweet image. High-net-worth clients don’t want to feel like just another name in your book of business. They want an advisor who understands their goals, anticipates their needs, and delivers a truly personalized experience. bit.ly/4lFuEMV
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Envestnet_'s profile picture.
Envestnet
 @Envestnet_
/07/18

Welcome to Enfete! Enfete is Envestnet India’s annual family event, bringing together over 2,100 employees and their loved ones for an unforgettable evening of connection, creativity, and community. bit.ly/44WftYA

Envestnet_'s tweet image. Welcome to Enfete! Enfete is Envestnet India’s annual family event, bringing together over 2,100 employees and their loved ones for an unforgettable evening of connection, creativity, and community. bit.ly/44WftYA
Envestnet_'s tweet image. Welcome to Enfete! Enfete is Envestnet India’s annual family event, bringing together over 2,100 employees and their loved ones for an unforgettable evening of connection, creativity, and community. bit.ly/44WftYA
Envestnet_'s tweet image. Welcome to Enfete! Enfete is Envestnet India’s annual family event, bringing together over 2,100 employees and their loved ones for an unforgettable evening of connection, creativity, and community. bit.ly/44WftYA
Envestnet_'s tweet image. Welcome to Enfete! Enfete is Envestnet India’s annual family event, bringing together over 2,100 employees and their loved ones for an unforgettable evening of connection, creativity, and community. bit.ly/44WftYA
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Jeff Skone

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Bill Winterberg, CFP®️

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Securitize for Advisors

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The HR Digest

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Citywire RIA

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