Envestnet | PMC provides independent advisors, broker-dealers, and institutional investors with comprehensive manager research, portfolio consulting, and portfolio management to help improve client outcomes...
PMC Global Macro Team: 4 Macro Themes Shaping the Market
Envestnet | PMC provides independent advisors, broker-dealers, and institutional investors with comprehensive manager research, portfolio consulting, and portfolio management to help improve client outcomes...
How to Use a Year-End Check-in to Enhance Client Relationships
The end of the year is an ideal time to check in with clients to gauge their financial and emotional wellbeing. Especially in the current environment, your clients may want reassurance...
3 Ways Managing Liabilities Can Help You and Your Clients Weather the Pandemic
2020 has been an unpredictable year. The global impact of COVID-19 has left its footprint everywhere, including on the markets, your practice, and your clients...
Our Final Release of 2020: A Spotlight On Our Research Center
Our latest technology release went live on November 16th. As always, our updates align with our Strategic Roadmap, as we remain focused on the future and providing the services you need to support your clients and grow your practice...
Don’t Ignore the Cost of Taxes
Roughly one of every three dollars invested in U.S. mutual funds was held in a taxable account at the end of 2019, representing $6.8 trillion in assets...
Envestnet Cares Charitable Giving
Envestnet’s unified advice platform empowers advisors with better intelligence to help make financial wellness a reality for more people...
We Are ENV: Staying Connected While Remote
When Envestnet shifted to a remote working environment at the onset of the pandemic, leadership wanted to ensure that the team felt supported and equipped to do their jobs, while also maintaining a close connection to the Envestnet community...
My 25-Year Experience with A Subscription Fee Model
A recent webinar, “The Future Of Charging For Financial Plans,” hosted by Envestnet | MoneyGuide and featuring guest speaker and well-known industry thought leader, Michael Kitces, discussed the appeal—and even potential necessity—of shifting from an AUM model to a recurring planning fee or retainer fee...
The 2020 Essential Advisor Award Winners: Jeff Benson and Emmy Mastel
Congratulations to this year’s Essential Advisor award winners! While we were unable to honor them in-person at this year’s Summit, we’d like to acknowledge their hard work, expertise, and insights...