Blog

An Intelligent Financial Life is about so much more than just money. It is about helping your clients to connect the dots across many different areas of their lives. Most clients aren’t...

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. June 2022 trends...

The “Great Wealth Transfer” we’ve all read about has arrived. From 2018 through 2042, Cerulli Associates projects that nearly 45 million U.S. households will transfer $70 trillion in wealth...

Recent tragedies across the country have reinvigorated the conversation around firearms. Your clients may ask about their portfolio exposure to the industry and what they can do to reflect their...

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. May 2022 trends include:

If you are already using MyBlocks™ with your clients, you know how powerful client-led planning can be. MyBlocks™ is an interactive financial planning tool that makes complex financial topics...

If your clients are asking you questions about crypto, you’re not alone. It’s estimated that more than one billion people will invest in cryptocurrencies by the end of this year.1 That’s why...