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Rewarded risk factors are recognized as a fundamental component of equity returns. Envestnet | PMC believes that the most robust among the studied risk factors are value, momentum, quality, low volatility, and size. Like all return components, factors are cyclical in nature. Below, we take a look at the performance of these factors in the current market environment.

Would it be fair to say that your clients’ children likely don’t fully comprehend the importance of a well-planned financial future? Now that we’re in the midst of The Great Wealth Transfer, that lack of knowledge could be a problem.

If I were to sum up my keynote presentation at Envestnet Elevate in one sentence, it would be something along the lines of, "Your clients really need you right now."

In financial services, billing may not be a favorite topic for some. It can be time consuming, complex, and often just... uncomfortable. Very few financial advisors chose their profession because they enjoy discussing fees or billing with their clients. But no advisor can stay in business if they don't.

Structured notes are unique instruments designed to help investors achieve specific objectives in specific environments. Representing more than $3 trillion in assets globally, they have gained popularity in the U.S. market in recent years, and technology platforms have made these instruments more accessible to retail investors.

To paint a better picture of what the term ESG actually means, each month we will be outlining examples of what ESG integration looks like in practice across a variety of sectors, through the lenses of risk, opportunity, and impact.

We often hear the same question asked a variety of ways: "Will sustainable investing strategies help my portfolio?" "What kind of performance can I expect if I incorporate ESG information into my investment strategy?" or simply “Does adding ESG information into my investment strategy work?"

Envestnet Data and Analytics, today announced that its Insights Engine for Banking (IEB) solution has been selected as "Best AI-based Solution for Financial Services" in the sixth annual AI Breakthrough Awards program conducted by AI Breakthrough, a leading market intelligence organization that recognizes the top companies, technologies and products in the global Artificial Intelligence (AI) market today.

This year at Envestnet Elevate, State Street's Chief Investment Strategist, Michael Arone, and I had the opportunity to present a powerful keynote session, "The Battle of the Ages: The Generational Divide and its Implications for Investors."

Envestnet’s commitment to continually enhancing our Wealth Management Technology not only benefits our broader ecosystem, but also helps advisors bring more value to their clients.