Literature Type: Commentaries

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1Q16 ENVESTAT Intersection: Quantifying Advisor-Created Value
Commentaries, Misc Downloads
Format: pdf
Publication Date: 04/16
3Q15 Economic and Market Overview - Envestnet | PMC
Investment Insights, Literature, Commentaries
Format: pdf
Publication Date: 10/15

The domestic economic landscape remained on a slight uptrend in the third quarter of 2015, characterized by steady but unremarkable growth. The U.S. economy faced significant challenges from global economies and financial market distress. The Bureau of Labor Statistics raised its second estimate of second quarter 2015 gross domestic product (GDP) to +3.9%, above both the prior estimate of +3.7% and the first quarter’s +0.6% reading. The positive rebound, driven primarily by consumer spending, occurred despite a continued fall in energy prices. Employment was strong, with an average of about 221,000 jobs added each month. The unemployment rate declined to 5.1%.

Investment Insights, Commentaries
Format: pdf
Publication Date: 07/15

First issue of Envestat Intersection -- offering leading insights through the intersection of our data and human capital. This is part of Envestnet's deep commitment to empower advisors with better information to grow their business and better serve their clients.

In this edition, we analyzed the top decile advisors versus the overall advisor peer universe on their ability to outperform in five key growth areas.

Investment Insights, Literature, Commentaries
Format: pdf
Publication Date: 10/15

This quarter's Envestat Intersection continued our theme from last quarter on advisory practice growth, largely because of the questions our clients are asking us:

1. We are constantly hearing about the "robo" trend. Should we really be going downstream as a way to grow our practices?
2. If we don't want to go downstream, or if we want to try another growth strategy, should geographic expansion be on our list?
3. I'm making the shift from commission to fee business, but when will I finally achieve operating efficiencies or scale?
4. Does product selection actually play a role in our growth? 

This report is designed to help you answers those questions.