Our latest technology release went live on November 16th. As always, our updates align with our Strategic Roadmap, as we remain focused on the future and providing the services you need to support your clients and grow your practice...
Don’t Ignore the Cost of Taxes
Roughly one of every three dollars invested in U.S. mutual funds was held in a taxable account at the end of 2019, representing $6.8 trillion in assets...
Envestnet Cares Charitable Giving
Envestnet’s unified advice platform empowers advisors with better intelligence to help make financial wellness a reality for more people...
We Are ENV: Staying Connected While Remote
When Envestnet shifted to a remote working environment at the onset of the pandemic, leadership wanted to ensure that the team felt supported and equipped to do their jobs, while also maintaining a close connection to the Envestnet community...
National Savings Day: 7 Conversations to Help Your Clients Save
National Savings Day is October 12th, recognizing those who value the act of saving and providing simple steps to show getting started isn't as difficult as it may seem...
Expect the Unexpected When Markets Zigzag Around the Election
In less than a month, we will have a presidential election that may turn out to be one of the most contentious of all time...
My 25-Year Experience with A Subscription Fee Model
A recent webinar, “The Future Of Charging For Financial Plans,” hosted by Envestnet | MoneyGuide and featuring guest speaker and well-known industry thought leader, Michael Kitces, discussed the appeal—and even potential necessity—of shifting from an AUM model to a recurring planning fee or retainer fee...
The 2020 Essential Advisor Award Winners: Jeff Benson and Emmy Mastel
Congratulations to this year’s Essential Advisor award winners! While we were unable to honor them in-person at this year’s Summit, we’d like to acknowledge their hard work, expertise, and insights...
The Age of the Creator
According to Dani Fava, Head of Strategic Development, we’re living in the age of the creator, a shift that the COVID-19 pandemic is advancing. Not only are people opting to make their own content and share their own voice...
The Future of Charging for Financial Plans: Can’t-Miss Insights From Michael Kitces
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...