A recent survey identified that more than 75% of those surveyed chose a family member as a Guardian...
Through Q3, 2022 Highlights the Potential Benefits of Factor Diversification
Rewarded risk factors are recognized as a fundamental component of equity returns...
Blog series: You’re missing the pointDecarbonizing Your Portfolio vs. Decarbonizing the World
If you’re someone concerned about the climate crisis, then decarbonizing, or reducing reliance on carbon emitting fossil fuels, is...
The Fractured Data Landscape: Insights You Could Be Missing
Data is the name of the game when it comes to successfully managing wealth. Data, and by extension, data analytics, can help...
Estate Planning Offers an Immense Opportunity to Advisors
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.
Trends We’re Tracking: Shift from Meat, Russia-Ukraine, and Currency Markets
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.
Data Deep Dive: Generational Differences and Americans’ Complicated Financial Relationships
Should we be surprised that 36% of millennials still use “manual” tools (e.g., pen/paper and excel spreadsheets) to manage their finances?
Quick Start Guide: Intelligent Financial Life Advisor Score
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?
Embedded Finance is Here: Who’s Doing It, What It Means
Even as recently as a year ago, we tended to speak about embedded finance as a future trend – something we knew was coming.
Blog series: You’re missing the pointThere is Power in Both Private and Public Market Solutions in Creating a Sustainable Economy
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.