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BlackRock

Three Alternative Asset Trends to Watch: Helping Clients Navigate in Today’s Markets

July 27, 2022July 27, 2022 Tim Clift

As today's advisors think about the sophisticated needs of high-net-worth clients, more and more are looking for ways to navigate the challenges presented by a low-yield environment and lower-than-expected investment returns.

Industry Insights

Factors Perform As Expected in Q2, Except for Quality

July 26, 2022July 26, 2022 Sarah Abernathy

Rewarded risk factors are recognized as a fundamental component of equity returns. Envestnet | PMC believes that the most robust among the studied risk factors are value, momentum, quality, low volatility, and size...

Macro Themes/PMC

Trends We’re Tracking: U.S. Housing Market, Bond Markets, and the Bear Market

July 18, 2022July 18, 2022 PMC Global Macro Team

Each month the Envestnet | PMC Global Macro Team offers insights into the themes currently shaping the markets, helping you take note of the trends your clients inquire about.

Technology

Medicare can be part of an Intelligent Financial Life™

June 23, 2022 envwealthsolutions

An Intelligent Financial Life™ is about so much more than just money. It is about helping your clients to connect the dots across many different areas of their lives...

Macro Themes/PMC

Trends We’re Tracking: Tech shakeout, Terra LUNA and UST Collapse, Rising Food Protectionism

June 21, 2022June 21, 2022 PMC Global Macro Team

Each month the Envestnet | PMC Global Macro Team offers insights into the themes currently shaping the markets, helping you take note of the trends your clients inquire about.

Estate Planning/Financial Services/MoneyGuide

Prepare for the Great Wealth Transfer: Start Assessing Estate Planning Readiness Today

June 15, 2022June 16, 2022 envwealthsolutions

The “Great Wealth Transfer” we’ve all read about has arrived. From 2018 through 2042, Cerulli Associates projects that nearly 45 million U.S. households will transfer $70 trillion in wealth to heirs and charity.

Industry Insights

Discussing Portfolio Exposure to Firearms with Your Clients

June 10, 2022June 10, 2022 Kiley Miller

Recent tragedies across the country have reinvigorated the conversation around firearms. Your clients may ask about their portfolio exposure to…

Read More Discussing Portfolio Exposure to Firearms with Your Clients

Macro Themes/PMC

Trends We’re Tracking: Japan’s Deflation, Employee Activism, Chinese Lockdowns

May 24, 2022May 26, 2022 PMC Global Macro Team

Each month the Envestnet | PMC Global Macro Team offers insights into the themes currently shaping the markets, helping you take note of the trends your clients inquire about.

Technology

Announcing 3 Updates to MyBlocks™

May 19, 2022May 18, 2022 envwealthsolutions

If you are already using MyBlocks™ with your clients, you know how powerful client-led planning can be. MyBlocks™ is an interactive financial planning tool that makes complex financial topics fun and easy to understand.

Industry Insights

Envestnet and Cryptocurrencies: What’s Coming

May 17, 2022May 18, 2022 envwealthsolutions

If your clients are asking you questions about crypto, you’re not alone. It’s estimated that more than one billion people will invest in cryptocurrencies by the end of this year.

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