Blog

The time to accelerate the energy transition is now. Are oil and gas companies doing enough with record profits in recent years to move to a net zero economy? Do we even need them? As an investor, there are reasons to divest and to engage.

Estate planning conversations can be complex and emotional. But they don’t have to be painful for you or your clients.

Consider outsourced tax management services as a growth strategy for your practice.

Direct indexing is expected to grow faster than ETFs, mutual funds, and separate accounts over the next five years and is poised to reach more than $800 billion in assets by 2026.

Elizabeth Koehler shares that trust is a critical component of advisor-client relationships, across generations.

Envestnet’s fourth RIA Forum on September 14, 2023, addressed key trends facing Registered Investment Advisors (RIAs) and explored strategies to help them strengthen and grow their practices.

Demand for animal-based foods is projected to grow 79% by 2050, but as extreme weather events continue rise, threatening the animal farming industry, the biggest question is how we’ll meet that demand.

Tax management advice can be a good way for a financial advisor to demonstrate their value to their clients. Clients can often swing between two extremes—being so worried about taxes that it adversely affects their decision making, or ignoring taxes until December or April, when they can do little strategic management.

As you look to enhance your client’s digital wealth experience, our Envestnet | Tamarac teams are excited to introduce our latest enhancements across the entire Tamarac platform.

2023 has been an interesting—and challenging—year for the banking sector, including some significant bank failures, increased scrutiny on risk management and underwriting standards, a rise in interest rates, and other macroeconomic forces.

Diversity and inclusion can help advisors to grow their businesses, and their legacy, if they know where to focus their energy.

We recently hosted an exclusive online webinar event, “Cash & Credit Solutions to Help Expand Client Relationships & Grow Your Practice,” where we talked with partners about how Registered Investment Advisors (RIAs) can fulfill client needs for cash and credit solutions.

In our third release of the year, Daran Becker, Head of Product Management, explains our recent updates and what users should expect throughout the end of the year.

Personalization is generally defined as the act of designing or producing something to meet someone's individual requirement.

The ability for mining companies to remain competitive will in part hinge on the extent that they are able to manage their impact on people and the planet.

In 2020 there were approximately 6.6 million high net worth investors (HNWIs) in the U.S.
By 2025, that number is expected to increase by 33% to more than 8.8 million. That growth presents an opportunity to advisors who are prepared to meet the needs of this group of investors.

Billing software has helped automate the process, but there are still a number of operational issues that are not supported and require significant manual effort from the operations team. Splitting fees among advisors is one of these issues.

As Registered Investment Advisors (RIAs) plan for the coming year, many are seeking integrated tech solutions to support the growth of their business. At Envestnet | Tamarac, our financial ecosystem is fueled by the integrated technology, solutions, and intelligence you need to help clients meet current financial obligations and long-term future goals.

This amorphous term ESG encompasses a wide spectrum of information and considerations but is so often assumed to mean something it does not. 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.

Successful advisors know that they have to set aside time to explain their pricing structure, or structures, and address billing questions during client meetings.

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.

In 2021, Envestnet Elevate was one of the first conferences to receive a Choir Certification™, a diversity certification for financial conferences – the first of its kind.

This amorphous term ESG encompasses a wide spectrum of information and considerations but is so often assumed to mean something it does not. 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.

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.

In the spirit of helping customers and partners elevate what they and the industry can do, Envestnet | PMC is pleased to recognize asset managers that go above and beyond during this year’s 19th annual Envestnet Asset Manager Awards.

Envestnet Data & Analytics commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study to evaluate the potential financial impact of Envestnet Data & Analytics Data Aggregation on financial institutions.

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.

Next week, Envestnet Elevate, our premier industry event, will kick off at the Colorado Convention Center in Denver as we prepare advisors, financial professionals, and FinTech leaders to make an Intelligent Financial Life a reality for their clients.

Envestnet Elevate, our annual pinnacle event, is right around the corner! Don’t miss out on some important information to help ensure you have a great experience.

Envestnet Data and Analytics, today announced that its Transaction Data Enrichment (TDE) solution has been selected as winner of the “Data Transformation Solution of the Year” award by Data Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global data technology market today.

With the rise and ever increasing popularity of self-service investment tools, traditional wealth management firms are finding that it’s imperative to adopt digital solutions to stay competitive.

56% of American workers across all ages cite saving for retirement as a financial priority, but depending on their age, the data suggests they may be approaching that milestone very differently.

While the derailment in East Palestine is still under investigation, the incident has also shone a bright light on an industry that had already been garnering negative attention for its labor practices.

At Envestnet, we are Fully Vested in our mission to make an Intelligent Financial Life a reality for everyone.

Envestnet has been named a leader in The Forrester Wave™: Open Banking Intermediaries, Q1 2023 report.

Envestnet Elevate is our annual pinnacle event that provides insights, training, and networking opportunities to help you elevate your practice.

When surveyed, most clients will say that they expect their financial advisor to provide credit or lending advice.

Water is a necessary resource in the product manufacturing process for tech hardware and semiconductors. High volumes of pure water are used to wash a device across its various stages of assembly.

We are committed to delivering meaningful enhancements to the Envestnet ecosystem that help advisors to run their businesses. With our first release of 2023, we’re focused on helping you to provide a holistic view for your clients, and in particular, HNW clients. Watch a video of Molly Weiss, Head of Product for Envestnet Wealth, with some of the top highlights.

As a company, we believe that diversity will be a key component of how we innovate and evolve. Bringing diverse viewpoints and perspectives to the table drives creative thought, critical problem solving, and innovation. Gartner research revealed that a highly diverse environment can improve team performance by up to 30%.

Recent studies show that clients don’t just want a closer relationship with their advisor, they need it.

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?

Custom goal setting, life planning, and financial wellness guidance–it’s all made possible by data and data analytics, which in turn allows for extreme personalization, the new standard of service across many industries. And as more people expect custom, data-driven services, more wealth firms must scale up their approach to analytics in order to retain clients, secure generational wealth, and sustain growth.

Relying on family to be the trustee of your estate plan is certainly the traditional approach, but there are good reasons for involving non-family members in your trust.

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.

If you’re someone concerned about the climate crisis, then decarbonizing, or reducing reliance on carbon emitting fossil fuels, is something you may be considering.

Data is the name of the game when it comes to successfully managing wealth. Data, and by extension, data analytics, can help wealth managers understand trends, make informed financial decisions, and help forecast growth: all tasks that build stronger manager-client relationships.

We know that more than 50% of Americans think that estate planning is at least somewhat important. We also know that only about 1/3rd of Americans actually have a will or living trust.

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.

Should we be surprised that 36% of millennials still use “manual” tools (e.g., pen/paper and excel spreadsheets) to manage their finances?

Envestnet is Fully Vested in helping others live an Intelligent Financial Life – connecting people’s daily lives with their long-term goals. Is your practice prepared to do the same thing?

Even as recently as a year ago, we tended to speak about embedded finance as a future trend – something we knew was coming.

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.

Critics of sustainable investing are quick to the soapbox when an investment strategy that seeks to mitigate exposure to environmental, social, and governance (ESG) risks or increase exposure to positive environmental or social impacts doesn’t produce an immediate result of a cleaner, healthier planet.

We are excited to share this excerpt from renowned industry thought leader Wade Pfau’s latest book, Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success.

On May 25, 2022, the Securities and Exchange Commission (SEC) jumped headfirst into the debate about transparency and accountability in funds that consider ESG factors.

Envestnet is excited to announce our third product release of 2022. Here is a quick review of the updates users can expect to see:

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.

This summer, it seems ESG has become a buzzword for punditry. Some pundits believe that sustainable investing is just virtue signaling and doesn’t represent a viable investment thesis. But ESG...

As today’s advisors think about the sophisticated needs of high-net-worth clients, more and more are looking for ways to navigate the challenges presented by a low-yield environment and...

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...

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. July 2022 trends...

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...