When surveyed, most clients will say that they expect their financial advisor to provide credit or lending advice.

When surveyed, most clients will say that they expect their financial advisor to provide credit or lending advice.
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.
$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...
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...
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...
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...
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.
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...