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Author: envwealthsolutions

Macro Themes/PMC

PMC Global Macro Team: 4 Macro Themes We’re Tracking Right Now

January 11, 2021January 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...

Macro Themes/PMC

PMC Global Macro Team: 4 Macro Themes Shaping the Market

December 10, 2020December 10, 2020 envwealthsolutions Leave a comment

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

Advisor Center/BlackRock

How to Use a Year-End Check-in to Enhance Client Relationships

December 8, 2020December 8, 2020 envwealthsolutions

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...

COVID-19/Credit Exchange

3 Ways Managing Liabilities Can Help You and Your Clients Weather the Pandemic

November 24, 2020November 24, 2020 envwealthsolutions

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...

Release/Technology

Our Final Release of 2020: A Spotlight On Our Research Center

November 18, 2020November 18, 2020 envwealthsolutions

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...

BlackRock/Capital Gains/Taxes

Don’t Ignore the Cost of Taxes

November 17, 2020November 17, 2020 envwealthsolutions

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...

COVID-19/Envestnet Cares/Philanthropy

Envestnet Cares Charitable Giving

November 13, 2020November 13, 2020 envwealthsolutions

Envestnet’s unified advice platform empowers advisors with better intelligence to help make financial wellness a reality for more people...

We Are ENV

We Are ENV: Staying Connected While Remote

October 20, 2020October 20, 2020 envwealthsolutions

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...

AUM Model/Michael Kitces/Subscription Model

My 25-Year Experience with A Subscription Fee Model

October 7, 2020October 7, 2020 envwealthsolutions

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...

Essential Advisor

The 2020 Essential Advisor Award Winners: Jeff Benson and Emmy Mastel

September 29, 2020September 29, 2020 envwealthsolutions

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...

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