January 2017 Program Update
The Fall 2016 session has wrapped up for the Envestnet Institute on Campus program. This session had 231 students complete the program, bringing the total to over 500 students since inception in February 2015.
Take a look at the progress to date, how we’ve expanded the program offerings, our goals for 2017, and perhaps most importantly, what our students our saying about the program. With the tremendous momentum and leadership team we have, we are expecting to enroll an additional 800 students in the program this year.
If you have any questions on the program, please reach out to Jim Seuffert.
On the most-recent edition of “Walk the Talk,” Bloomberg’s Jordyn Holman discussed Goldman Sach‘s diversity initiatives with Bloomberg’s Scarlet Fu and Lisa Abramowicz on “Bloomberg Markets.” Approximately 40 percent of entries into...read more
Frank Paré is the 2018 President of the Financial Planning Association and president and founder of PF Wealth Management Group in Oakland, California. Paré wrote a noteworthy op-ed for FinancialPlanning on what the industry can gain from fostering and prioritizing...read more
Earlier this month in Fort Lauderdale, Florida, students from across the nation competed in the inaugural student fintech competition at the T3 Advisors Conference. According to Financial Planning, the knowledge of fintech is becoming increasingly more important as,...read more
Latest posts by Tricia Baxter (see all)
- A Road Map for College Women Pursuing a Career in Wealth Management - October 9, 2017
- 2017 MMI/Barron’s Industry Awards – Doing Good Award recipient - October 5, 2017
- Five Reasons Women Are Taking The Lead In Financial Planning - August 14, 2017