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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. 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.