Envestnet blog: financial technology insights and perspectives

ADVISOR SOLUTIONS / PRACTICE MANAGEMENT

4 pillars of a successful high-net worth-client retention strategy

One of the keys to retaining high-net-worth (HNW) clients is understanding their needs and meeting their expectations for personalization.

June 25, 2024

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FINANCIAL ADVISOR / WEALTH MANAGEMENT

Boost your UMA business with an integrated tech stack

Firms need advanced tools to optimize Unified Managed Accounts (UMA) and Unified Managed Households (UMH). Discover how integrated platforms help advisors streamline management and improve client outcomes.

November 19, 2024

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PRACTICE MANAGEMENT / RIAS

Pros and cons of different advisory fee models

Today there’s a number of ways financial advisors bill for their services. Understanding the differences is important so you can ensure you’re using the best model for your practice.

October 15, 2024

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PRACTICE MANAGEMENT / RIAS

Evolving RIA market trends and strategies for growth

The RIA industry is experiencing a seismic shift. Staying competitive while also running a business requires rethinking your approach and embracing innovative strategies for long-term success and growth.

December 01, 2024

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October 22, 2024

Direct indexing as a core element in ActivePassive strategy

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September 24, 2024

How advisors can harness the $38 trillion retirement opportunity

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