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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.