Blog

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.

By all accounts, 2022 has been a very challenging year for investors and fixed income has been no exception.

ESG integration is incorporating material information into the investment process. It is not a war against the energy sector and it is not a mechanism to promote a political ideology.

It is the holiday season – a time of bright decorations, sweet treats, and ugly sweaters at festive occasions. But as we all know, a hero’s work is never done, so before you sign off from advising for some well-deserved personal time at the end of the month, here are four important conversations you should prepare to have with your clients in 2023.

A powerful marketing campaign should align with its brand’s values, resonate with its intended audience, and ideally, make an impact that drives conversion – especially, a specific and relevant conversation with your target audience.

With eyes focused on year-end tax moves, more advisors are considering the importance of tax optimization and a personalized approach.

With our fourth release of 2022, the Envestnet financial wellness ecosystem continues to focus on meeting the evolving needs of consumers and financial services providers.

Every year on “Giving Tuesday,” the global day of giving following some of America’s annual two largest shopping days (Black Friday and Cyber Monday), I donate to a research hospital that is working on treatments for a rare form of cancer that my mom was diagnosed with in 2013. While she’s lucky they caught her cancer early, most are not, and making a small annual donation towards a cure feels like the least I can do to make an impact.

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.

So you’ve decided to scale up your wealth management firm’s data capabilities. Whatever your reason, it all begins with answering one key question: will you build your own solution, or will you buy one–that is, partner with a technology provider?