Dana D’Auria, Co-Chief Investment Officer and Group President, Envestnet met with Julie Cooling, Founder & CEO, RIA Channel to discuss how advisors can leverage the Envestnet platform to optimize and integrate tax-efficient financial planning and portfolio construction.
Webcast: 2025 Mid-Year Market Outlook
July 16, 2025 • 1:00pm ET
REGISTER NOW
Join Envestnet | PMC as they share their views on where the markets stand at the halfway point of 2025. Along with partners from Franklin Templeton and State Street Investment Management, they’ll discuss what this year’s market volatility and geopolitical uncertainty means for your clients’ investments.
Accepted for 1 CFP / IWI / CFA CE Credit
About The Envestnet Growth Lab
Envestnet’s mission is to empower advisors with the technology, solutions, and data intelligence to drive better financial outcomes and make financial wellness a reality for more people. The Envestnet Growth Lab aims to educate advisors and provide solutions to integrate into your practice with insights from expert industry leaders. The live and on-demand classes are open to all financial professionals.