TAMPs

Securing branded merchandise is typically time-consuming and hit-or-miss in terms of quality. Brand Swagger changes that. The site features a quality-first selection of products selected for utility and durability, and tailored to the needs of firms that serve high-net-worth clients.

A massive share of client wealth has long been locked away in workplace retirement accounts, out of reach for most financial advisors. Absolute Capital is breaking down that barrier with a purpose-built TAMP that offers direct access, scalable oversight, and institutional-quality management—without the operational drag.

At Elevate 2025, new CEO Chris Todd outlined a focused and tech-driven vision for Envestnet’s future—combining fintech innovation with operational discipline to accelerate growth. His strategy emphasizes technology excellence, pragmatic expansion through “build, partner, buy” analysis, and platform enhancements including AI capabilities. Todd aims to align internal teams and external stakeholders around Envestnet’s new direction.

At Elevate 2025, Envestnet's new CEO Chris Todd outlined a focused and tech-driven vision for the platform's future—combining fintech innovation with operational discipline to accelerate growth. His strategy emphasizes technology excellence, pragmatic expansion and enhancements including AI capabilities. Todd aims to align internal teams and external stakeholders around Envestnet’s new direction.

With this enhancement, firms can now integrate manager-traded strategies, such as fixed income, into UMA portfolios. These strategies can be combined with model-traded sleeves, including interval funds, long-only, and long-short positions, alongside rep-directed, protected, and cash management sleeves

When markets get turbulent, the instinct to "play it safe" kicks in—and that's entirely human. Why can that instinct, while comforting, be dangerous to your long-term financial health?

But through the chaos, our strategies were already adjusting. Like a skilled crew navigating rough seas, the dynamically risk-managed strategies you own at Flexible Plan Investments (FPI) weren’t left exposed to the waves—they responded. That movement isn’t panic; it’s planning in motion.