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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.