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...