advisor, you play a critical role in your clients’ lives. If you are doing your job well, they come to you with questions. Lots of them. And as they age, their health (both current and future) will be top of mind...
Driving Interconnected Solutions in Our Q4 Release
With each release, Envestnet furthers its mission to offer you a connected ecosystem of services, products, tools, and technologies, so you can help clients capture opportunities, make strategic decisions, and move toward their goals...
PMC Global Macro Team: A Look At The Latest Trends You Should Be Tracking
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 | PMC Focus on Factors: Q3 2021
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...
Technology Creates the Opportunity for an Intelligent Financial Life™
The next evolution in fintech is going to lead to a lot of things; embedded finance is one of them. If you follow me on Twitter,..
PMC Global Macro Team: A Look At The Latest Trends You Should Be Tracking
Envestnet | PMC provides independent advisors, broker-dealers, and institutional investors with comprehensive manager research, portfolio consulting, and portfolio management to help improve client outcomes...
With Envestnet’s Trust Services Exchange, Advisors Have A Powerful Tool to Transfer Wealth
As we have written about before, the next ten years offer a huge opportunity to financial advisors who are ready and prepared to grow their business...
ESG ETFs: What’s in a Name?
ESG integration in passive investing has grown dramatically in recent years. This growth has been driven by a variety of factors: a general increase in indexing, ETFs that provide benefits...
Mary Ellen Dugan on Being Fully Vested in an Intelligent Financial Life™
Financial wellness was a key topic of the 2021 Advisor Summit, an event we hold every year to support and empower advisors. But the wellness message shouldn’t stop there...
Harness Collaborative Technology to Support Ultra-High-Net-Worth Clients
The opportunity is huge. The U.S. is already home to more ultra-high-net-worth individuals (those with > $30 million in investable assets) than any other country.