We know that more than 50% of Americans think that estate planning is at least somewhat important. We also know that only about 1/3rd of Americans actually have a will or living trust.
Each month the Envestnet | PMC Global Macro Team offers insights into the themes currently shaping the markets, helping you take note of the trends your clients inquire about.
Should we be surprised that 36% of millennials still use “manual” tools (e.g., pen/paper and excel spreadsheets) to manage their finances?
Envestnet is Fully Vested in helping others live an Intelligent Financial Life – connecting people’s daily lives with their long-term goals. Is your practice prepared to do the same thing?
Even as recently as a year ago, we tended to speak about embedded finance as a future trend – something we knew was coming.
Critics of sustainable investing are quick to the soapbox when an investment strategy that seeks to mitigate exposure to environmental, social, and governance (ESG) risks or increase exposure to positive environmental or social impacts doesn’t produce an immediate result of a cleaner, healthier planet.
Each month the Envestnet | PMC Global Macro Team offers insights into the themes currently shaping the markets, helping you take note of the trends your clients inquire about...
We are excited to share this excerpt from renowned industry thought leader Wade Pfau’s latest book, Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success.
The US SIF: The Forum for Sustainable and Responsible Investment has contributed to Envestnet the following commentary blog regarding the...
Envestnet is excited to announce our third product release of 2022. Here is a quick review of the updates users can expect to see...