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.