January 21, 2026
Start the year with financial planning that builds trust
Envestnet blog: financial technology insights and perspectives
BUSINESS INTELLIGENCE
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PRACTICE MANAGEMENT
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RIAS
2026 RIA trends defining the industry
Staying competitive means understanding where the wealth management industry is headed. These 5 RIA trends will take center stage and influence how RIAs serve their clients in 2026 and beyond.
January 26, 2026
ASSET MANAGEMENT
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FINANCIAL ADVISOR
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TRADING & PORTFOLIO MANAGEMENT
Interval funds: An introductory guide for financial advisors
Interval funds bridge the gap between public and private markets.
February 05, 2026
PRACTICE MANAGEMENT
Financial advisors need a formal client segmentation strategy
Growth requires sharper focus, not longer hours, for today’s financial advisors.
January 06, 2026
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Wealth Management
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Wealth Solutions
A practical playbook for advising HENRY clients
February 25, 2026
Practice Management
A 12-month roadmap to building relationships with clients’ heirs
October 17, 2025
Financial Planning
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Practice Management
Attracting millennial millionaires: A guide for modern advisors
October 08, 2025
Practice Management
Deliver a family office experience without a $100M threshold
September 04, 2025
Financial Advisor
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Retirement
Why Gen X is the next big opportunity for advisors
August 07, 2025