56% of American workers across all ages cite saving for retirement as a financial priority, but depending on their age, the data suggests they may be approaching that milestone very differently.
Effective Client Engagement Tactics Require Personalization
Recent studies show that clients don’t just want a closer relationship with their advisor, they need it.
Holiday Sweaters May Be Ugly, Finances Should Not Be
It is the holiday season – a time of bright decorations, sweet treats, and ugly sweaters at festive occasions. But as we all know, a hero’s work is never done, so before you sign off from advising for some well-deserved personal time at the end of the month, here are four important conversations you should prepare to have with your clients in 2023.
How to Meet Client Demand for Estate, Trust Planning Services
$8.8 trillion. That’s the amount of money that American families with investable assets between $5 million to $30 million will leave to their heirs this decade...
Expanded MaxMyInterest Integration to Support MoneyGuide Users
Building on the launch of an integration with Envestnet | MoneyGuide announced in early 2021, Envestnet and MaxMyInterest (“Max”) have released an expansion, providing financial advisors who use the Envestnet | Tamarac and Envestnet platforms with more options to help their high-net-worth clients earn higher yields on their cash...
New MoneyGuide Functionality Drives Deeper Understanding of Investment Income Strategies
As clients approach and embark on retirement, they are often very uncomfortable as they leave behind the peace of mind and consistency of paychecks...
How to Help Clients with Medicare Plan Selection
As an 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...
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...
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.
Strategic Beta is Not a Trend; It Is a Fundamental
In this blog and at the annual Advisor Summit, we often discuss trends in the financial services industry. Strategic beta is one such trend that has certainly had its time in the spotlight over the last several years...