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Financial Advisory  + Wealth Management  | 
Arete Wealth Unveils Envestnet Partnership to Elevate Advisory Platform

Arete Wealth Unveils Envestnet Partnership to Elevate Advisory Platform

Arete Wealth, a Chicago-based full-service broker-dealer and registered investment advisory firm, announced a partnership with wealth management technology provider Envestnet to enhance its advisory platform. The partnership aligns with Arete’s ongoing efforts to bolster its technology and service offerings, consistent with prior collaborations and industry trends.

Arete, with over $6 billion in assets under advisement across more than 100 offices, has a track record of integrating advanced platforms to support its over 300 advisors. The Envestnet partnership aims to leverage Envestnet’s roughly $6.5 trillion platform, known for its Unified Managed Account (UMA) capabilities, model portfolios, and direct indexing tools.

“Our mission at Arete Wealth is to deliver an advisory platform that empowers financial professionals with the technology and resources they need to succeed,” said Joshua Rogers, founder & CEO of Arete Wealth. “This partnership with Envestnet is a testament to that commitment, ensuring that our Corporate RIA and Independent RIAs have access to an innovative, connected wealth management solution.”

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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