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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: