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The decision intelligence insights defining advisor success in 2026

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The decision intelligence insights defining advisor success in 2026

Discover and explore the high-impact opportunities financial advisors are using AI for to make better, more informed decisions across portfolios, plans, and client behaviors.

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The planning gap: A prospecting and growth opportunity for advisors

Those who need financial plans the most often hesitate to engage advisors. Our new scalable planning tool helps advisors address underserved clients and attract prospects to best meet the moment.

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Trends We’re Tracking: U.S. Housing Market, Bond Markets, and the Bear Market

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.

July 2022 trends include:

  • Worsening situation in developing countries
  • The U.S. housing market is cooling
  • Inflation and central banks turn up heat on transatlantic bond markets
  • Assessing the current bear market

Learn more in this month’s infographic.

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