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.