President Biden released a proposal this week that would raise the top capital gains rate for millionaire investors...
What Clients Gain From MyBlocks: Financial Planning Begins With Education
“Tell me and I forget, teach me and I may remember, involve me and I learn.” While the source of this quote is not certain, the wisdom within it cannot be denied...
PMC Global Macro Team: 5 Themes Impacting Market Performance
Our Global Macro Team offers insights into the themes currently shaping the markets to help you quickly take note of recent trends that your clients may be inquiring about.
Are You The Solution To The Financial Education Crisis In America?
Many thanks to our guest author, Kevin Ruth, the Founder of Give-Get, an app that helps teach budgeting, saving, investing,…
Read More Are You The Solution To The Financial Education Crisis In America?
3 Simple Steps To Maximize Your Client Communication
We recently published an article intended to help you better serve your clients in 2021, “7 Things Today’s Investors Want From Their Advisors.” If you haven’t yet, I encourage you to check it out...
If Credit Is So Important, Why Do So Few Advisors Offer It?
Wealth managers have advised clients on loan decisions, almost since the dawn of time. Yet they’ve rarely facilitated funding...
Impact Investing: What Advisors Need To Know In 2021
Envestnet witnessed record adoption of impact investing in 2020. Assets in the 431 environmental, social, and governance (ESG) and impact investment strategies on the Envestnet Impact Platform grew 81 percent last year, reaching $22 billion in AUA/M...
What We Can Learn From Female Investors
While the investment industry has often been viewed as a male-dominated space, an interesting insight from empirical research is that women, on average, tend to be better investors than men...
PMC Global Macro Team: Quick Takeaways On Treasury Yields, Value Stocks, Active Funds, SPACs, And Convertible Bonds
Envestnet | PMC provides independent advisors, broker-dealers, and institutional investors with comprehensive manager research, portfolio consulting, and portfolio management to help improve client outcomes...
Part 2: Do Your Clients See The Value In A Financial Plan? They Should – And They Are Willing To Pay For It
Advisor-client conversations can happen virtually, which we see as the new industry standard for meetings going forward. Gone are the days when an advisor’s firm needed an out-of-state, brick-and-mortar location to be able to service out-of-state clients...