Envestnet blog: financial technology insights and perspectives
BUSINESS INTELLIGENCE / PRACTICE MANAGEMENT / 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
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ASSET MANAGEMENT / FINANCIAL ADVISOR / TRADING & PORTFOLIO MANAGEMENT
Interval funds: An introductory guide for financial advisors
Interval funds bridge the gap between public and private markets.
February 05, 2026
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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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article
January 21, 2026
Start the year with financial planning that builds trust
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article
December 17, 2025
How to shift your practice to a smarter CRM
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How to get started with a team-based approach to investing
Practice Management / RIAs
How to get started with a team-based approach to investing
May 20, 2025