Press

 

CUNA Mutual Retirement Solutions Partners with Envestnet | Retirement Solutions to Offer Fiduciary Outsourcing Services | PR Newswire

CHICAGO, Nov. 15, 2016 -- Partnership Makes New Fiduciary Solutions Available to Retirement Advisors and Sponsors.


Kelly Michel Joins Envestnet | Retirement Solutions as Chief Marketing Officer | PR Newswire

CHICAGO, Sep. 29, 2016 -- 25+ Year Veteran of Retirement Services Industry Will Work with Sales, Product Development, & Client Management Teams to Position ERS for Ongoing Growth.


Russell Investments’ Adaptive Retirement Accounts to Leverage Envestnet | Retirement Solutions’ Patented Participant Advice Engine for DC Plan Participants | Business Wire

CHICAGO, Sep. 26, 2016 -- Industry leaders combine multi-asset investing capabilities and asset allocation expertise with advanced technology and participant advice tool in next-generation “managed QDIA” option.


Envestnet | Retirement Solutions & HealthSavings Administrators Form Strategic Partnership to Manage Health Savings Accounts

CHICAGO, Aug. 10, 2016 -- Envestnet | Retirement Solutions (ERS), a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV), has commenced a strategic partnership with HealthSavings Administrators, LLC to provide both retirement and wealth advisors with the opportunity to demonstrate the unique triple-tax advantages of Health Savings Accounts (HSAs) by utilizing any managed account portfolio (their own or a qualified fund strategist's) as the investment vehicle.


ERS Fund Strategist Network Introduced by Envestnet | Retirement Solutions

CHICAGO, July 14, 2015 -- Envestnet | Retirement Solutions (ERS), a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV), has launched the ERS Fund Strategist Network (Network), a roster of institutional-grade and boutique strategic and dynamic fund strategists.


Securities America Partners With Envestnet | Retirement Solutions

CHICAGO, IL, May 7, 2015 -- Envestnet | Retirement Solutions (ERS), a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV), announces that Securities America, Inc. will offer its more than 2,000 independent advisors access to ERS’s leading retirement advisor workstation.


Cetera Financial Group Continues Strategic Expansion of Leading Edge Retirement Plan Services Platform through Partnership with Envestnet

LOS ANGELES, Feb. 17, 2015 -- Cetera Financial Group (Cetera), a leading network of independent broker-dealer firms, today announced a new strategic partnership with Envestnet | Retirement Solutions (ERS). Through this new strategic partnership, Cetera Financial Group will...


HighTower Partners with Envestnet | Retirement Solutions for its Industry-Leading Technology Platform

CHICAGO, Dec. 3, 2014 -- HighTower has integrated Envestnet | Retirement Solutions (ERS) to its world-class technology platform, providing HighTower advisors with a comprehensive retirement plan solution to meet a wide variety of client needs.


Envestnet | Retirement Solutions Platform and Fiduciary Outsourcing Services Adopted by Alerus Retirement Solutions

CHICAGO, Nov. 20, 2014 -- Envestnet | Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. (NYSE: ENV), and a leading provider of unified retirement technology and services to advisors, has entered into a partnership with Alerus Retirement Solutions.


Envestnet | Retirement Solutions Fiduciary Outsourcing Services Adopted by CDM Retirement Consultants

CHICAGO, Sept. 16, 2014 /PRNewswire/ -- Envestnet | Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. (NYSE: ENV), and a leading provider of unified retirement technology and services to advisors, has now made its fiduciary services solution available to CDM Retirement Consultants, Incorporated ("CDM").


Broadridge's Matrix Financial Solutions Launches ModelTool(k)it for Financial Advisors and Retirement Plan Providers

LAKE SUCCESS, N.Y., Aug. 18, 2014 -- Matrix Financial Solutions, Inc. (Matrix), a Broadridge Financial Solutions, Inc. (NYSE: BR) company, today announced the release of its ModelTool(k)it solution that effectively manages portfolio models of recommended mutual funds and ETFs within a 401(k) plan.


Envestnet Retirement Solutions Completes the Acquisition of Klein Decisions

CHICAGO, IL, July 15, 2014— Envestnet | Retirement Solutions (ERS), a majority owned subsidiary of Envestnet, Inc. (NYSE: ENV), and a leading provider of unified retirement technology and services to retirement advisors announced today that it has completed the acquisition of Klein Decisions Inc., a firm that provides participant advice and guidance solutions to retirement plans.


 

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