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.
Factors Perform As Expected in Q2, Except for Quality
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...
Trends We’re Tracking: U.S. Housing Market, Bond Markets, and the Bear Market
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.
Medicare can be part of an Intelligent Financial Life™
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...
Trends We’re Tracking: Tech shakeout, Terra LUNA and UST Collapse, Rising Food Protectionism
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.
Prepare for the Great Wealth Transfer: Start Assessing Estate Planning Readiness Today
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.
Discussing Portfolio Exposure to Firearms with Your Clients
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
Trends We’re Tracking: Japan’s Deflation, Employee Activism, Chinese Lockdowns
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.
Announcing 3 Updates to MyBlocks™
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.
Envestnet and Cryptocurrencies: What’s Coming
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.