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.

Our newest Envestnet | Tamarac enhancements deliver more control, more efficiency, and more transparency for advisors. Here are the highlights.

Advisors who engage the entire family in holistic financial planning have the opportunity to build deeper relationships, drive client retention, and enhance long-term business growth.

Target-date funds are popular in 401(k) plans, but assume uniform goals and risks. Can 401(k) managed accounts offer greater personalization?

The potential benefits of diversification, tax optimization, enhanced risk management, and customization make factor-based direct indexing a compelling alternative to traditional actively managed strategies.

What truly sets an advisor apart from their competitors? Understanding the nuanced ways you can add value at scale. Here are five ways to strengthen your value proposition.

Decision intelligence-based tools can help advisors to implement year-round tax strategies that build deeper, trust-based relationships.

Check out these quick highlights from our final MoneyGuide release of 2024.

The election is over, but the results are continuing to reverberate through the financial markets.

Check out these quick highlights from our final product release of 2024.

Firms need advanced tools to optimize Unified Managed Accounts (UMA) and Unified Managed Households (UMH). Discover how integrated platforms help advisors streamline management and improve client outcomes.

Your insights drive our innovation. We’ve incorporated your feedback into our latest update to increase flexibility and provide greater visibility for advisors and clients alike.

Team-based investment management isn’t just a trend; it’s a strategic necessity. By collaborating with specialists and building a diverse network, RIAs can expand their offerings, boost AUM, and elevate the client experience.

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

This quarter’s performance is a reminder that diversification not only adds value, but also fosters resilience, which is key to helping your clients navigate complex economic landscapes.

As demand for personalized advice grows, advisors are shifting from commission-based to fee-only and subscription pricing. Here's why this benefits both clients and advisors.

As the 2024 election approaches, advisors can prepare for potential tax policy changes using proactive planning strategies to guide clients through uncertainty and protect their financial interests.

Tech stack customization can significantly boost your firm’s growth and efficiency. By prioritizing both innovation and security, you can ensure sustainable growth while safeguarding you and your firm's reputation.

The alpha thesis for carbon capture and storage (CCUS).

Direct indexing enhances portfolio customization in an ActivePassive strategy. It combines passive core stability with active investment opportunities, offering personalization, tax optimization, and flexibility.

Today there’s a number of ways financial advisors bill for their services. Understanding the differences is important so you can ensure you’re using the best model for your practice.

Our goal is to support growth and productivity. That’s why our latest enhancements streamline advisors’ workload so they can maximize the time they spend with clients.

Advisors who aren't charging for financial planning may be leaving money—and value—on the table. Our Envestnet | MoneyGuide survey uncovers insights that can help advisors stay competitive and meet client expectations.

High-net-worth investors frequently accumulate large single stock holdings. Options may enable advisors to better manage the risk of these hefty positions.

In wealth management, starting with a financial plan is essential—it ensures every decision is tailored to your client's unique goals, building the foundation for long-term success.

Where financial advisors and digital technology fit into the retirement savings plan landscape.

Did you know that Envestnet offers one of the largest asset manager networks in the industry? Regularly throughout the year, we like to share perspectives from our Envestnet | PMC research and due diligence teams.

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.

The concept of direct indexing can also be extended to bond portfolios, including through the use of bond ladders.

By examining these high-profile mistakes, financial advisors can help their clients avoid similar pitfalls and streamline the transfer of wealth.

Learn how direct indexing with beta, factor-based, and fixed income strategies can customize portfolios to align with specific goals, risk preferences, and market conditions.

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.

Our latest updates to the Tamarac platform are designed to streamline your workload, deepen client connections, and drive business success.

Check out these quick highlights from our third product release of 2024.

In the expanding market for personalized investment services, the LGBTQ+ community represents a significant and growing opportunity for financial advisors.

The alpha thesis for electrification.

With election energy ramping up, financial professionals can help investors to stay calm and maintain perspective.

Our ActivePassive Scorecard shows active funds beating their category benchmarks in 8 of the 19 asset classes we tracked for the first quarter.

Despite a brief April pullback, U.S. and global equities rose in Q2 2024, driven by strong economic performance and corporate earnings, especially in tech. Our team took a look at the first half of the year and what portfolio adjustments may make sense.

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.

Life can be good for investors right now, particularly in fixed income, as long as advisors keep some important caveats in mind.

People are an organization’s greatest asset isn’t just a phrase. Evidence shows business success is tied to creating an organizational culture focused on employees’ strengths, wellbeing, and growth.

Separate fact from fiction with the advisory billing software, BillFin.

No client is the same. When it comes to cash flow-based planning and goals-based planning, how do you prescribe the right amount of planning for your clients?

If you haven’t been discussing Decision Intelligence (DI) in your firm, there’s a good chance you will be soon. Here’s what you need to know.

Jeremi Karnell, Head of Envestnet Data Solutions, shares his thoughts into how firms are leveraging Envestnet’s data capabilities.

One of the keys to retaining high-net-worth (HNW) clients is understanding their needs and meeting their expectations for personalization.

There is power in active management, going above and beyond for investors, and having a clearly defined investment thesis. There are many lessons we can learn from the top asset managers in the industry.

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.

As personalized financial services gain momentum, advisors can highlight sustainable investing as a key tool in aligning portfolios with clients' preferences.

Our latest updates to the Tamarac platform are designed to maximize efficiency, increase ease of use, and drive business success.

Envestnet’s ActivePassive research enables us to analyze the utilization of active and passive exchange-traded funds (ETFs) carefully. This article details the asset breakdown and flows into active and passive ETFs on the Envestnet platform.

Did you know that Envestnet offers one of the largest asset manager networks in the industry? Regularly throughout the year, we like to share perspectives from our Envestnet | PMC research and due diligence teams.

Check out these quick highlights from our second product release of 2024.

How advisors can build more resilient and impact driven portfolios for clients.

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.

How Alli Jordan of LibertyFi found success in an unlikely city and empowers advisors across the .U.S. with the help of the Envestnet platform

Through partnership and growth, Osaic is leading the way for advisors to drive business and take advantage of key Envestnet technology.

How Park Avenue Securities helps drives business for its associates through technology, teaming, and relationships, all with the help of Envestnet solutions.

At Envestnet Elevate 2024, we’re celebrating what connects us—relationships and a shared vision for a better financial future for all.

Advisors who have a deep understanding of what high-net-worth investors need and want are the most successful at attracting and retaining their business.

Advisors can deepen their advisor-client relationships by assisting business owner clients with retirement plans for employees.

Elevate 2024 will connect technology, insights, and solutions with sessions designed to help RIAs grow their businesses in today’s competitive environment.

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

In this post we’ll take a look at the end of an era for the Bank of Japan, the solid growth of the U.S. economy, and the new popularity of zero day to expiration (0dte) options.

Despite short-term volatility over the last two years, including sentiment-driven fluctuations, geopolitical headwinds, and rising interest rates and inflation, clean energy stocks may present a unique, long-term opportunity for investors looking to capture alpha.

Sophisticated tax management services not only enhance client outcomes, but also foster the growth of your practice.

Integrated technology is modernizing and optimizing the wealth management process.

Investors seeking to capitalize on the secular tailwinds of the global energy transition and/or diversify away from mega-caps should pay attention.

Check out these quick highlights from our first product release of 2024.

Benjamin Franklin famously said, “Nothing is certain but death and taxes.” For RIAs, you can add one more certainty to that list: SEC audits.

It has become increasingly evident that women play a pivotal role in driving investment decisions and shaping the future of wealth management. Let’s look at what research says about women and wealth, and what opportunities might lie ahead for advisors.

This month, we’re taking a look at the strong momentum of the 2024 M&A market, the power and impact of Nvidia and AI overall, as well as America’s ongoing battle with inflation.

Our latest updates to the Tamarac platform are designed to maximize efficiency, increase ease of use, and drive business success.

The phrase “bonds are back” is everywhere in the media right now. Let’s investigate if fixed income ETF allocations are changing as investors reconsider bonds.

Delivering personalized service to your clients is great, but it won’t help you grow your business unless you can do it at scale. A powerful tech stack can ensure you have the capacity to serve both your clients today and the ones you’ll win tomorrow.

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.

Client discovery is the process of getting to know a new client and their needs. The more useful data you are able to collect, the better you are able to build deep, trusting, business-building relationships with your clients.

Our ActivePassive® Scorecard shows active funds beating their category benchmarks in 6 of the 21 asset classes we track for the fourth quarter. Over the last 12 months, active funds are, in total, outperforming in 9 of these asset classes.

Throughout 2023, we focused on empowering RIAs to provide their clients with robust, customized performance tools and resources.

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.

2023 had its ups and downs. We gathered some industry leaders to recap some of what they saw in the markets this year and what the industry might see in 2024.

AI has the potential to dramatically improve data analysis, client service, and marketing efforts within the financial services industry.

ESG integration is the practice of incorporating material environmental, social, and governance information into investment decisions to help enhance risk-adjusted returns. Put simply, it’s the consideration of information related to companies, people, the environment, the economy, and how those things intersect.

Factor ETFs are growing in popularity even as money flows out of traditional active mutual funds. What’s driving this trend?

A deeper understanding of how different investors perceive the market and their own portfolios can help you to better support your client.

In our latest release video, Daran Becker, Head of Product Management, recaps the improvements we made in 2023, what you’ll see in our latest release, and gives a brief preview of what’s to come in 2024.

How the fashion industry commits to sustainable practices and processes, like participating in the circular economy, may mean the difference between success and failure.

As you look to enhance your client’s digital wealth experience, the Tamarac team is excited to introduce our latest updates on the Tamarac platform.

It is time for our industry to operationalize and scale holistic financial advice.

Managed accounts and sustainable investing options can enable RIAs to deliver more personalized service to clients.