Literature Type: Commentaries

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1Q16 ENVESTAT Intersection: Quantifying Advisor-Created Value
Commentaries, Misc Downloads
Format: pdf
Publication Date: 04/16
Envestat Report: Are You Closing More Business Than Your Peers?
Commentaries, Misc Downloads
Format: pdf
Publication Date: 09/16

Investment proposals are a powerful tool for financial advisors, and can be indicative of the effectiveness and success of a practice. While advisors routinely provide recommendations to prospects, tracking the percentage of recommendations that these prospects ultimately implement, and the time horizon over which they are implemented, can provide a relatively good measure of the success rate of an advisor’s on-boarding process.

ENVESTAT Report: Doing Well and Doing Good Are Not Mutually Exclusive
Commentaries, Misc Downloads
Format: pdf
Publication Date: 03/16

Our previous Envestat revealed that while demand for impact investing is growing, it remains just a small percentage of Envestnet's overall SMA accounts. One reason for this shortfall may be the concern that there is a tradeoff in performance when choosing impact investments. However, our Envestat data revealed that this is more perception than reality.

Envestat Report: Fee Compression - Much Ado About Nothing
Commentaries
Format: pdf
Publication Date: 05/17

Fee compression has been the subject of many a news article, but often it’s talked about in very broad terms or with top-line data. In this edition of Envestat, we examined average client and advisor fees over the past three years by account size and distribution channel to answer some key questions

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