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Category: MoneyGuide

Estate Planning/Financial Services/MoneyGuide

Prepare for the Great Wealth Transfer: Start Assessing Estate Planning Readiness Today

June 15, 2022June 16, 2022 envwealthsolutions

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.

Financial Planning/Financial Services/MoneyGuide

How to Meet Client Demand for Estate, Trust Planning Services

February 10, 2022February 15, 2022 Tony Leal

$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...

Financial Planning/Financial Services/MoneyGuide

Expanded MaxMyInterest Integration to Support MoneyGuide Users

February 1, 2022March 7, 2022 Tony Leal

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...

Financial Planning/Financial Services/MoneyGuide

Harness Collaborative Technology to Support Ultra-High-Net-Worth Clients

September 21, 2021October 1, 2021 envwealthsolutionsLeave a comment

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.

Financial Education/Financial Planning/MoneyGuide

How Today’s Advisors Are Promoting Financial Education Among Young People

June 16, 2021June 16, 2021 Joe Miller

In a recent blog post, we examined the existing financial education crisis in America and the daunting reality that many Americans are woefully uninformed about the basics of personal finance...

Financial Planning/MoneyGuide/Tax Planning

What Biden’s Tax Agenda Could Mean for Your Clients’ Financial Plans

April 29, 2021April 29, 2021 envwealthsolutions

President Biden released a proposal this week that would raise the top capital gains rate for millionaire investors...

Financial Planning/MoneyGuide/MyBlocks

What Clients Gain From MyBlocks: Financial Planning Begins With Education

April 21, 2021April 29, 2021 envwealthsolutions

“Tell me and I forget, teach me and I may remember, involve me and I learn.” While the source of this quote is not certain, the wisdom within it cannot be denied...

Financial Planning/Michael Kitces/MoneyGuide

The Future of Charging for Financial Plans: Can’t-Miss Insights From Michael Kitces

September 9, 2020September 10, 2020 Joe Miller

Remember learning about the Industrial Revolution? How technological advances, like the steam engine, railways, and the telegraph, increased productivity and reduced the cost of key items? Looking back, we consider that to be a pivotal time in history...

Financial Planning/Insurance Exchange/MoneyGuide

Help Your Clients Prepare for the Future: Seamlessly Manage Annuities Alongside Traditional Investment Products

September 2, 2020October 19, 2020 envwealthsolutions

The COVID-19 pandemic has had a swift impact on investor preferences and expectations, and, in turn, what advisors need to do to provide value and sustain their practices...

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