FIDX Launches FIDX Desk, Enabling Registered Investment Advisors to Easily Incorporate Annuity Solutions into Their Business* [Yahoo! Finance]
Envestnet, Inc (ENV)
Last envestnet, inc earnings: 2/20 04:05 pm
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US:NYSE Investor Relations:
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Source: Yahoo! Finance
BERWYN, Pa. April 23, 2024 /PRNewswire/ -- Today, Fiduciary Exchange LLC (FIDX) and its broker dealer, FIDX Markets, announces the launch of FIDX Desk, a new outsourced insurance desk (OID). FIDX Desk will enable RIAs and fee-based financial professionals to effortlessly integrate annuity products into their offerings, regardless of their insurance licensing status. FIDX Desk is a comprehensive digital solution for annuity management. It tackles the obstacles Registered Investment Advisors face, enabling them to present the potential advantages of annuity solutions—such as income and legacy planning—to their clients.* Working closely with financial professionals, FIDX Desk facilitates the establishment of these accounts. Additionally, it assists them in managing investments in annuities that were previously purchased through former broker dealers. Importantly, there is no additional fee to financial professionals for the use of the FIDX Desk. "The benefits annuities can add to in
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News
- Envestnet Announces Finalists for 2024 Asset Manager of the Year Awards [Yahoo! Finance]Yahoo! Finance
- Envestnet Announces Finalists for 2024 Asset Manager of the Year AwardsPR Newswire
- Envestnet, Inc. (NYSE: ENV) was downgraded by analysts at StockNews.com from a "hold" rating to a "sell" rating.MarketBeat
- Manulife Wealth Completes Technology Migration in its Ongoing Commitment to Transform the Advisor and Client Experience [Yahoo! Finance]Yahoo! Finance
- Can Envestnet find a buyer? The publicly traded fintech is looking for one—again [Yahoo! Finance]Yahoo! Finance
ENV
Earnings
- 2/22/24 - Beat
ENV
Sec Filings
- 4/5/24 - Form DEF
- 3/28/24 - Form 8-K
- 3/27/24 - Form 4
- ENV's page on the SEC website