What to Expect from Envestnet and MoneyGuide

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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