Surviving the Shift to Holistic Goal-based Wealth Advice: Why Aggregated Data is Key to Maintaining Your Firm’s Primary Advisor Status

May 9, 2017

In a recent webinar, “The Explosion of Data: How To Harness It Into Holistic Wealth Advice,” Darrin Courtney, Research Director at CEB TowerGroup, referenced a survey showing that affluent investors are looking for more than simply a strong return on their investments.

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S&P 500 Investment Firm Case Study
S&P 500 Investment Firm Case Study

This S&P 500 firm discovered they could leverage the Envestnet | Yodlee Financial Data Platform to gain a m...

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Capitalizing on Innovation:  The Top 10 Trends in Wealth Management
Capitalizing on Innovation: The Top 10 Trends in Wealth Management

A recent webinar, hosted by American Banker and sponsored by Envestnet | Yodlee, examined the trends and op...