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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.