When surveyed, most clients will say that they expect their financial advisor to provide credit or lending advice.
If Credit Is So Important, Why Do So Few Advisors Offer It?
Wealth managers have advised clients on loan decisions, almost since the dawn of time. Yet they’ve rarely facilitated funding...
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...
Managing Credit As Strategically As Investments
Due to the recent drawdown in the market, your clients may be relying more on credit and looking for ways to increase their liquidity...
Envestnet’s Comprehensive Lending Solution: A Path to Providing Unified Advice
When your day-to-day focus is on helping your clients achieve their financial goals...