LoanBuddy posted in Press @ July 12, 2018

The Latest In Financial Advisor FinTech — June 2018

This month’s edition kicks off with the buzz from the Envestnet Advisor Summit… that Envestnet is shifting from a focus on investment management, financial planning, and wealth management, towards a new category it calls “Financial Wellness.” Which is not meant to be the employer-delivered-financial-education version of a Financial Wellness program, but a more holistic adviser technology platform aiming to cover all of the relevant areas of a client’s financial health, including not only planning, investments, and insurance (protection), but also credit/debt, and budgeting/cash flow as well.

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