Vestwell will provide a new record-keeping solution and help power Everyday 401(k), Chase’s workplace savings program for small businesses.
Six firms and 15 individuals were recognized for their contributions at the event in New York City Wednesday.
The company, which made a significant investment to challenge Envestnet's supremacy among TAMPs, underwent a sudden shakeup in leadership last month.
The company's new name reflects its evolution from measuring client risk tolerance toward offering a broader suite of wealth management fintech.
Improving the digital experience for advisors and clients was a significant theme; Envestnet also announced a partnership with Empower to give advisors easy access to retirement plans.
Although its efforts to meld its businesses met with some opposition, the company's revamped platform will provide great returns for users and investors, Bill Crager says.
Genivity's core product creates a customized longevity model based on a client's health risks, lifestyle choices and demographics.
The bank's total wealth management assets rose to $289.5 billion in the first quarter, a 6.7% increase from the previous quarter.
Together, the companies serve more than 300 banks across the United States with a combined $3 trillion in assets under management.
Many fraudsters are playing off of investors’ fears of economic uncertainty to perpetrate their scams.
