What to Expect from Envestnet and MoneyGuide
About the Episode
Nearly two million financial plans were created in the last year using MoneyGuidePro®. The two individuals who are charged with overseeing the success of the acquisition of PIEtech®, the parent company of MoneyGuidePro®, discuss what that means for their clients.
About our Guests
Tony Leal, President, and Kevin Hughes, Chief Growth Officer, Envestnet MoneyGuide