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...Brooks Friederich, principal director of investment solutions strategy at Envestnet, says that advisers are looking to ‘gatekeepers’ like him for guidance....
...Its models are available to advisers in paper form and through wealth management platforms such as Envestnet and Riskalyze, he adds....
...BlackRock added more than $1bn per month in assets between January 2020 and March 2021 through models on the Envestnet platform, the presentation showed. BlackRock owns a stake in Envestnet....
...Other aggregators include California’s Yodlee, which was bought by Envestnet for $660m in 2015, and Utah-based Finicity....
...Mr Clift says Envestnet has developed a 20-product custom GTAA benchmark and has seen some hedge fund indices show promise as well....
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