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Macro Themes/PMC

PMC Global Macro Team: 5 Themes Impacting Market Performance

April 14, 2021April 14, 2021 envwealthsolutions

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.

Financial Education

Are You The Solution To The Financial Education Crisis In America?

April 13, 2021April 13, 2021 envwealthsolutions

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?

Communication

3 Simple Steps To Maximize Your Client Communication

April 8, 2021April 8, 2021 envwealthsolutions

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...

Credit Exchange/Lending

If Credit Is So Important, Why Do So Few Advisors Offer It?

April 6, 2021April 9, 2021 envwealthsolutions

Wealth managers have advised clients on loan decisions, almost since the dawn of time. Yet they’ve rarely facilitated funding...

ESG/Impact Investing/PMC

Impact Investing: What Advisors Need To Know In 2021

March 25, 2021March 25, 2021 Kiley Miller

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...

Female Investors/Investing

What We Can Learn From Female Investors

March 23, 2021March 23, 2021 envwealthsolutions

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...

Macro Themes/PMC

PMC Global Macro Team: Quick Takeaways On Treasury Yields, Value Stocks, Active Funds, SPACs, And Convertible Bonds

March 11, 2021March 11, 2021 envwealthsolutions

Envestnet | PMC provides independent advisors, broker-dealers, and institutional investors with comprehensive manager research, portfolio consulting, and portfolio management to help improve client outcomes...

Envestnet | MoneyGuide/Financial Planning

Part 2: Do Your Clients See The Value In A Financial Plan? They Should – And They Are Willing To Pay For It

February 25, 2021February 25, 2021 Joe Miller

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...

COVID-19/Market Volatility/Model Portfolios/PMC

Advisor Activity In 2020: An Increased Focus On Clients

February 24, 2021February 24, 2021 envwealthsolutionsLeave a comment

As we’ve been supporting our clients, communities, and teams through the pandemic, it’s been encouraging to see the steps being taken to evolve, grow, and capitalize on opportunities amongst the stress and fatigue that abounds...

Envestnet MoneyGuide

Reaching The Modern Investor

February 23, 2021February 23, 2021 envwealthsolutions

The modern investor has evolved and offers significant opportunity for advisors. But truly understanding and reaching the modern investor requires a broad perspective...

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