The need to hyper-personalize. The need to come up with solutions that scale in the face of rapid industry growth.
The need to make the "holistic approach to financial planning" more than just a buzzy phrase tossed around to attract fresh prospects.
The list of things advisors need to worry about on a daily basis is only getting longer. And without a little tech support — not the "did you try restarting it?" tech support, mind you — good luck getting any of it done.
That was the topic this week as Envestnet's Dana D'Auria joined the Financial Planning podcast to discuss the top issues advisors are facing today and how technology can help fill some of the gaps. For her, sustainable investing, direct indexing and curated portfolios are top-of-mind topics that shouldn't be ignored.
The 15-year industry veteran also joins the show amid a wave of executive-level changes at Envestnet — changes that directly impacted her. When it was announced in early June that Stuart DePina would relinquish the role of Envestnet president, D'Auria was also tapped to become group president and co-chief investment officer of Envestnet Solutions, heading up one of the company's three streamlined business lines.
Since then, the Chicago-based tech firm and turnkey program has announced that Ron Ransom will head up Envestnet's newly established ESG office after years of serving as the organization's chief business development officer.
D'Auria tackles Envestnet's new approach, the current state of wealthtech innovation and what she loves most about her job during our 26-minute discussion. Check out the full episode of this week's Financial Planning Podcast on our website, or by subscribing to the FP Podcast on Apple, Spotify or wherever you get podcasts.
Anything else on your mind? Drop me a line at [email protected]. Have a great rest of the week!
Regards,
Justin | | Justin Mack
Reporter, Financial Planning
|
| | |
|
|
| By Justin L. Mack | 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. Read story → |
|
|
| |
| |
| | | By Stewart Bowling | Customer experience has become integral during the pandemic and now underpins many strategic initiatives of wealth managers. Read story → |
|
|
| | | By Annie Massa, Bloomberg News 1 min read | Robinhood Markets cut almost a quarter of its workforce in a broad reorganization after a punishing first year as a public company. Read story → |
|
|
| | | By Justin L. Mack | Plus, leadership changes at Riskalyze and a new strategic partnership for TIFIN Wealth Read story → |
|
|
| |
| Fidelity Portfolio Quick Check is an on-demand portfolio construction tool designed to give you quick, actionable insights to help improve your portfolio. Check out how this tool gives you a scalable, personalized portfolio construction framework for managing portfolios more efficiently and effectively. Watch the demo → |
|
|
| | | By Nathan Place | As advisors head back to the office, some are rediscovering the benefits of a brick-and-mortar headquarters — and inventing new ones. Read story → |
|
|
| | Follow Financial Planning in real time. More ways to get the most trusted industry news and analysis. |
|
| | | | | | | | | | | | | | | REPORT | | | Learn how Sono Motors was able to gain more control over their ESG data management and reporting. Learn More → | SPONSOR CONTENT FROM NASDAQ | | | REPORT | | | After years of working under the constraints of the brokerage model, advisor Ralph Courage was experiencing real burnout – he was ready for a change. Learn More → | SPONSOR CONTENT FROM Schwab Advisor Services | | | REPORT | | Thursday, July 28, 2022 3:00 PM EDT | The day after the Federal Open Market Committee's next meeting we will analyze the increase and the signals about what rate hikes may be coming. Learn More → | More resources → |
|
|
