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.

Envestnet Names Ron Ransom to Lead its New Environmental, Social & Governance Office

Redi2 Technologies Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base

An Intelligent Financial Life is about so much more than just money. It is about helping your clients to connect the dots across many different areas of their lives. Most clients aren’t surprised if their advisor asks them questions about their investing, insurance, or credit needs. But what about healthcare?

The “Great Wealth Transfer” we’ve all read about has arrived. From 2018 through 2042, Cerulli Associates projects that nearly 45 million U.S. households will transfer $70 trillion in wealth to heirs and charity.

Envestnet Aligns Business Under Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech

Latest Innovations Build on the Firm's Technology Roadmap To Support a Single View of a Client's Entire Financial Life

If you are already using MyBlocks™ with your clients, you know how powerful client-led planning can be. MyBlocks™ is an interactive financial planning tool that makes complex financial topics fun and easy to understand.

Many Americans don't know where to start when it comes to investing and are afraid of making a mistake.

Advisers should provide a holistic, hyper-personalized view of a client’s entire financial life, complete with data-driven recommendations.

The turnkey asset management platform is currently onboarding technology by fintech provider Door to automate and streamline questionnaires used to vet fund managers.

Door’s Digital Platform Streamlines Information Management for Asset Managers & Research Analysts

Envestnet today announced plans to expand into the small to medium-sized business (SMB) market by introducing data and digital solutions that empower SMBs to intelligently connect, grow, protect, and manage the financial wellness of their business all in one place.

You need help delivering that experience while navigating your business and an evolving industry. The 2022 Envestnet Advisor Summit is your opportunity. Learn from colleagues, partners, and thought leaders – some of the top minds in the industry and beyond.

The Consumer Financial Protection Bureau (CFPB) has recently opened a regulatory inquiry into BNPL (Buy Now Pay Later) companies who make point-of-purchase lending frictionless for consumers.

As clients approach and embark on retirement, they are often very uncomfortable as they leave behind the peace of mind and consistency of paychecks.

As clients approach and embark on retirement, they are often very uncomfortable as they leave behind the peace of mind and consistency of paychecks.

In the Season Two Finale, the OnRamp Invest CEO discusses why advisors need to get educated on cryptoassets in order to truly act in their clients’ best interest, a fun and effective way on how to engage in the discussion with them and his top tips on delivering a killer on-camera interview.

Join a Lord Abbett for an engaging discussion on authentic community integration and how doing good for your community can be a game changer in your business. The truth is, as a business owner...

Envestnet Simplifies the Delivery & Lifecycle Management of Income- and Protection-Focused Products by Integrating SIMON’s End-to-End Suite of Digital Tools Across its Ecosystem

As an advisor, you play a critical role in your clients’ lives. If you are doing your job well, they come to you with questions. Lots of them. And as they age, their health (both current and future) will be top of mind.

With each release, Envestnet furthers its mission to offer you a connected ecosystem of services, products, tools, and technologies, so you can help clients capture opportunities, make strategic decisions, and move toward their goals.

Equitable announced the continued expansion of its variable and index-linked annuity product distribution in order to meet financial professionals where and how they prefer to do business.

Envestnet | PMC provides independent advisors, broker-dealers, and institutional investors with comprehensive manager research, portfolio consulting, and portfolio management to help improve client outcomes.

While even a casual glimpse into the history of wealth management shows big strides toward democratization and technological evolution, looking at the future of the industry through the eyes of a diverse collection of experts offers the kind of promise and opportunity that should keep advisers on their toes.

In this episode, the social media star shares why not having a well thought out website is like showing up in pajamas to a meeting, how being authentic and embracing the real you is critical for effective marketing, what her essential components are for an impactful social media strategy and whether you should or should not have a “face” of your brand. Plus, a Big Reveal that is sure to surprise… and inspire.

Provides an investment software and services platform to financial institutions, independent advisory firms, and investment managers.

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.

New hire joins executive team to Optimize the Delivery of Envestnet's Financial Ecosystem for an Intelligent & Connected Financial Life

In this episode, Carolyn shares how being a medical doctor influenced her decision to operate a holistic based and flat fee practice, and why health care costs, end of life planning and elder fraud are essential topics advisors should be discussing with their clients TODAY. Plus her lists of “promises” to her clients and how it leads to a JOYFUL practice.

Through Investment in YieldX's Tools, Envestnet Empowers More Advisors to Help Clients Meet Income Needs

Advisors in Carson Group's ecosystem will soon have access to Envestnet | MoneyGuide's full suite of solutions, from interactive MyBlocks to sophisticated estate planning capabilities offered from Wealth Studios

American Express Co. believes a consumer may want to create a full financial plan, complete with toggles for job promotions and inflation as well as important life events. They're not the only company that thinks so.

The software that simplifies Medicare health insurance plan selection and enrollment will be available at no cost to advisors and their clients through MoneyGuide and other Envestnet services.

In this episode, the Kestra Holdings CEO shares his critical components essential to achieving a successful and positive firm culture, his advice to anyone looking to buy or sell their practice and his thoughts on whether private equity investment is good for advisors long term! Plus, what is the one question he asks EVERYONE he interviews… and where you may find him during his downtime!

Envestnet | PMC provides independent advisors, broker-dealers, and institutional investors with comprehensive manager research, portfolio consulting, and portfolio management to help improve client outcomes.

Partnership Fuses the Worlds of Health & Wealth, Allowing Advisors to Seamlessly Assist Medicare-Eligible Clients with Insurance Plan Selection, Enrollment & Management

As we have written about before, the next ten years offer a huge opportunity to financial advisors who are ready and prepared to grow their business. U.S. household assets are expected to increase from $87 trillion to over $140 trillion by 2030