Blog

A comprehensive tech stack is more than just a collection of tools—it is the framework for a well-built advisory practice. What combination best fits your business needs?

The right marketing strategy can give advisors an edge over their competitors as they seek to grow their client bases, strengthen existing client relationships, and secure their practices’ future.

Check out these quick highlights from our first product release of 2025.

ETF assets surpassed $10T in 2024, with record $1.12T inflows. Active ETF adoption grew, Bitcoin ETFs surged, and new launches expanded. 2025 may see ETF share classes and further active ETF growth.

Pure Financial delivers white-glove service with the help of Envestnet tools and support.

A comprehensive “financial advisor client review checklist” can help make every client review both impactful and future-focused.

Exploring tax overlays and their potential use cases for high-net-worth clients.

The RIA industry has seen more transformation in the past five years than its entire history–changes driven by new challenges and opportunities that are shaping the future of wealth management.

Our ActivePassive Scorecard shows active funds beating their category benchmarks in 11 of the 19 asset classes we tracked for the fourth quarter.

Direct indexing can empower advisors to deliver personalized, tax-efficient, and values-driven portfolios, setting a new standard for customization.