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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.