Introducing Envestnet Institute–A Unified Education Portal Empowering All Financial Professionals

May 15, 2014 | Press

Advisor Portal Integrates Original Content from Envestnet and Other Leading Firms — Vanguard, Putnam Investments, Russell Investments and Brinker Capital

Reused with permission by Envestnet Inc. CHICAGO, May 14, 2014 /PRNewswire/ —

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Envestnet, Inc. , a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, introduces a new multi-source online advisor portal, Envestnet Institute , to serve the ongoing educational needs of the independent advisor community. Envestnet has partnered with Vanguard, Putnam Investments, Russell Investments and Brinker Capital to provide advisors with white papers, videos, webinars and other original content through Envestnet Institute. The portal was officially launched during the “2014 Envestnet Advisor Summit: The Next Big Idea,” currently underway at the Hilton Chicago. “Envestnet Institute reinforces Envestnet’s mission to act as an advocate for independent advisors,” said Zachary Karabell, Head of Global Strategy, Envestnet and curator of the website’s academic content. “Through this broad online educational resource, financial professionals can access materials from multiple prominent firms that can help them improve service to clients and maintain professional accreditation.”

Envestnet Institute was built in partnership with Wheelhouse Analytics, which serves the investment management industry through innovative technology solutions. “We have teamed up with some of the most respected thought leaders in investment management to empower independent advisors at every stage of their careers and practices,” said Ron Fiske, Managing Director, Events & Education, Envestnet. “We will continue to seek new opportunities to expand our offerings by adding new content partners that provide cutting-edge educational and other actionable materials reflecting the challenges and opportunities that the independent advisor community faces.” Financial professionals can register to utilize Envestnet Institute by visiting www.envestnetinstitute.com .

Click here to view this release online

For more information on Envestnet, please visit www.envestnet.com.

John Ryan

John Ryan

Chief Administration Officer at Wheelhouse Analytics
John brings to Wheelhouse Analytics a diverse background of entrepreneur, corporate leadership, and sales and sales management. Prior to joining Wheelhouse Analytics, John spent 17 years in mortgage banking. He is the co-founder of two national mortgage companies; Guardian Loan Company and Epic Management Group, and was the VP of Sales for National Finance Corporation. His early career includes 5 years as a fixed income product specialist with Northern Capital Securities in Andover, MA.

John is involved in all aspects of the business including business development, legal, HR, budget and finance, vendor management, and the day-to-day operations for Wheelhouse Analytics.
John Ryan

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