Envestnet blog: financial technology insights and perspectives

ASSET MANAGEMENT / TRADING & PORTFOLIO MANAGEMENT
Why are unprofitable stocks surging in the AI era?
Learn why unprofitable stocks are outperforming, how AI and IPO activity are reshaping market dynamics, and what investors can do to manage portfolio risk.
August 10, 2026
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TAX MANAGEMENT
3 tax management myths financial advisors should rethink
Discover how holistic tax management can help advisors reduce tax drag, preserve flexibility, and improve after-tax client outcomes.
August 04, 2026
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HIGH-NET-WORTH CLIENTS / TRADING & PORTFOLIO MANAGEMENT
Private market fees: What advisors should know
Private market fees, like management fees, performance fees, and layered expenses, are complex. Learn how advisors evaluate fee structure, incentives, and alignment to better understand outcomes.
July 28, 2026
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How an outsourced trading desk can help RIAs scale
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How to think like a Tamarac super user
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What advisors need to know about the coming mega IPOs
Trading & Portfolio Management
What advisors need to know about the coming mega IPOs
June 08, 2026
Summer’s market sizzle sets the stage for what’s next
Trading & Portfolio Management
Summer’s market sizzle sets the stage for what’s next
September 09, 2025
Investing in a “tariff-ic” world
Trading & Portfolio Management
Investing in a “tariff-ic” world
June 06, 2025
Top ETF trends on the Envestnet platform
Trading & Portfolio Management
Top ETF trends on the Envestnet platform
April 02, 2025
401(k) managed accounts: A personalized alternative to TDFs
Retirement / Trading & Portfolio Management
401(k) managed accounts: A personalized alternative to TDFs
December 20, 2024
Are active and passive ETFs gathering assets this year?
Asset Management
Are active and passive ETFs gathering assets this year?
May 31, 2024
Analyzing Q1 2024 active and passive asset classes
Trading & Portfolio Management
Analyzing Q1 2024 active and passive asset classes
April 19, 2024
Are fixed income ETF allocations shifting?
Trading & Portfolio Management
Are fixed income ETF allocations shifting?
February 27, 2024
Factor ETFs are a modern twist on active management
Trading & Portfolio Management
Factor ETFs are a modern twist on active management
December 14, 2023