When surveyed, most clients will say that they expect their financial advisor to provide credit or lending advice.
Prepare for the Great Wealth Transfer: Start Assessing Estate Planning Readiness Today
The “Great Wealth Transfer” we’ve all read about has arrived. From 2018 through 2042, Cerulli Associates projects that nearly 45 million U.S. households will transfer $70 trillion in wealth to heirs and charity.
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...
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.
The Advisor’s Playbook for Leading Your Clients Forward: A Q&A With John Harris, Managing Director
Last week we released “The Advisors’ Playbook For Leading Your Clients Forward.” Featured below is an interview with John Harris, Managing Director, Envestnet, offering greater insight into the intent of the playbook and how you can get the most value...