Envestnet blog: financial technology insights and perspectives
FINANCIAL ADVISOR / RETIREMENT
Why Gen X is the next big opportunity for advisors
Helping Gen X close the retirement gap and prepare for inheritance is key to their future success… and the growth of your business.
August 07, 2025
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FINANCIAL ADVISOR / TRADING & PORTFOLIO MANAGEMENT
Five myths financial advisors believe about direct indexing
What advisors can misunderstand about direct indexing
August 05, 2025
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FINANCIAL ADVISOR / TAX MANAGEMENT
Tax management is more than just tax loss harvesting
Too often, tax management gets reduced to just loss harvesting. Financial advisors who are only harvesting losses may be leaving long-term value on the table.
July 28, 2025
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August 06, 2025
Q2 2025 in review: Volatile weeks, steady gains
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August 01, 2025
What firms should look for in a trading tool
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Time to reassess Big Tech exposure? Maybe
Trading & Portfolio Management
Time to reassess Big Tech exposure? Maybe
September 16, 2024
August market volatility and the importance of the Yen
Trading & Portfolio Management
August market volatility and the importance of the Yen
August 20, 2024
Examining U.S. consumers, EU elections, and market volatility
Trading & Portfolio Management
Examining U.S. consumers, EU elections, and market volatility
July 23, 2024
Stressed U.S. consumers, labor shortages, copper, and buybacks
Trading & Portfolio Management
Stressed U.S. consumers, labor shortages, copper, and buybacks
June 17, 2024
Bitcoin halving, PCI vs. PCE, central banks, and Chinese trade
Trading & Portfolio Management
Bitcoin halving, PCI vs. PCE, central banks, and Chinese trade
May 17, 2024
Historic changes by Bank of Japan, the U.S. economy, & 0dte options
Business Intelligence / Trading & Portfolio Management
Historic changes by Bank of Japan, the U.S. economy, & 0dte options
April 12, 2024
Market momentum: M&A revival, Nvidia, & ongoing inflation
Trading & Portfolio Management
Market momentum: M&A revival, Nvidia, & ongoing inflation
March 18, 2024
Bond opportunities, unclear economic forecasts, & Bitcoin ETFs
Business Intelligence / Trading & Portfolio Management
Bond opportunities, unclear economic forecasts, & Bitcoin ETFs
February 15, 2024
U.S. Steel M&A, the Thawing Housing Market, & “Greedflation”
Business Intelligence / Trading & Portfolio Management
U.S. Steel M&A, the Thawing Housing Market, & “Greedflation”
January 12, 2024
What is the Role of Fixed Income in 2023
Advisor Solutions / Asset Management
What is the Role of Fixed Income in 2023
January 13, 2023