Envestnet blog: financial technology insights and perspectives

PRACTICE MANAGEMENT
A financial advisor’s guide to client discovery
Client discovery is the process of getting to know a new client and their needs. The more useful data you are able to collect, the better you are able to build deep, trusting, business-building relationships with your clients.
February 14, 2024
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ADVISOR SOLUTIONS / WEALTH MANAGEMENT
How to scale for growth in 2024
Delivering personalized service to your clients is great, but it won’t help you grow your business unless you can do it at scale. A powerful tech stack can ensure you have the capacity to serve both your clients today and the ones you’ll win tomorrow.
February 23, 2024
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FINTECH / PRACTICE MANAGEMENT
3 ways AI could improve your practice
AI has the potential to dramatically improve data analysis, client service, and marketing efforts within the financial services industry.
January 03, 2024
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The power of integration in the wealth management experience
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Are fixed income ETF allocations shifting?
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Takeaways from 20 years of Asset Manager of the Year
Asset Management / Corporate Initiatives
Takeaways from 20 years of Asset Manager of the Year
June 19, 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
3 reasons to incorporate sustainable investing into your practice
Sustainable Investing / Trading & Portfolio Management
3 reasons to incorporate sustainable investing into your practice
June 14, 2024
New Envestnet | Tamarac release enhances the client portal and mobile app
Platform & Integrations / RIAs
New Envestnet | Tamarac release enhances the client portal and mobile app
June 05, 2024
Are active and passive ETFs gathering assets this year?
Asset Management
Are active and passive ETFs gathering assets this year?
May 31, 2024
3 investment themes portfolio managers are talking about
Trading & Portfolio Management
3 investment themes portfolio managers are talking about
May 29, 2024
Introducing our second Wealth Management Platform release of 2024
Platform & Integrations
Introducing our second Wealth Management Platform release of 2024
May 28, 2024
An investor’s guide to weathering physical climate risk
Sustainable Investing
An investor’s guide to weathering physical climate risk
May 22, 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
Finding success in an unlikely city
Financial Wellness
Finding success in an unlikely city
May 13, 2024
   The path to success
Financial Wellness
The path to success
May 13, 2024
Success through partnership and growth
Financial Wellness
Success through partnership and growth
May 13, 2024
Know Before You Go: Tips & Tricks for Envestnet Elevate 2024
Corporate Initiatives / Financial Advisor
Know Before You Go: Tips & Tricks for Envestnet Elevate 2024
May 09, 2024
Attracting & connecting with high-net-worth investors
Advisor Solutions / Practice Management
Attracting & connecting with high-net-worth investors
May 07, 2024
Growth and connection for RIAs at Elevate 2024
RIA
Growth and connection for RIAs at Elevate 2024
May 02, 2024
Growth strategy: Help clients deliver 401(k) plans to employees
Advisor Solutions / Retirement
Growth strategy: Help clients deliver 401(k) plans to employees
May 02, 2024
Analyzing Q1 2024 active and passive asset classes
Trading & Portfolio Management
Analyzing Q1 2024 active and passive asset classes
April 19, 2024
Is portfolio diversification working? Q1 2024 insights
Asset Management
Is portfolio diversification working? Q1 2024 insights
April 19, 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
Investing in the sustainable transition: Clean energy
Sustainable Investing
Investing in the sustainable transition: Clean energy
April 10, 2024
How to grow your practice with tax efficient planning
Practice Management / Tax Management
How to grow your practice with tax efficient planning
April 09, 2024
The power of integration in the wealth management experience
Platform & Integrations / Wealth Management
The power of integration in the wealth management experience
April 08, 2024
Clean Energy stocks look the cheapest they have in years
Sustainable Investing / Trading & Portfolio Management
Clean Energy stocks look the cheapest they have in years
April 05, 2024
Introducing our first Wealth Management Platform release of 2024
Platform & Integrations
Introducing our first Wealth Management Platform release of 2024
March 27, 2024
A guide to SEC audits
Practice Management / RIAs
A guide to SEC audits
March 22, 2024
An advisor’s guide to female investors
Financial Advisor / Practice Management
An advisor’s guide to female investors
March 20, 2024
Market momentum: M&A revival, Nvidia, & ongoing inflation
Trading & Portfolio Management
Market momentum: M&A revival, Nvidia, & ongoing inflation
March 18, 2024
New Envestnet | Tamarac release enhances CRM and reporting
Platform & Integrations / RIAs
New Envestnet | Tamarac release enhances CRM and reporting
March 06, 2024
Are fixed income ETF allocations shifting?
Trading & Portfolio Management
Are fixed income ETF allocations shifting?
February 27, 2024
How to scale for growth in 2024
Advisor Solutions / Wealth Management
How to scale for growth in 2024
February 23, 2024
Bond opportunities, unclear economic forecasts, & Bitcoin ETFs
Business Intelligence / Trading & Portfolio Management
Bond opportunities, unclear economic forecasts, & Bitcoin ETFs
February 15, 2024
A financial advisor’s guide to client discovery
Practice Management
A financial advisor’s guide to client discovery
February 14, 2024
A deep dive into Q4 2023 active and passive asset classes
Trading & Portfolio Management
A deep dive into Q4 2023 active and passive asset classes
February 01, 2024
Envestnet | Tamarac enhancements supported business efficiency in 2023
Platform & Integrations / RIAs
Envestnet | Tamarac enhancements supported business efficiency in 2023
January 18, 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
RIA Forum: Strategies to help RIAs grow in 2024
RIAs
RIA Forum: Strategies to help RIAs grow in 2024
January 09, 2024
3 ways AI could improve your practice
Fintech / Practice Management
3 ways AI could improve your practice
January 03, 2024
Investor Playbook: 10 ways to use ESG information
Sustainable Investing
Investor Playbook: 10 ways to use ESG information
December 29, 2023
Factor ETFs are a modern twist on active management
Trading & Portfolio Management
Factor ETFs are a modern twist on active management
December 14, 2023
Research shows age and affluence affect investor behavior
Business Intelligence / Financial Wellness
Research shows age and affluence affect investor behavior
December 12, 2023
How to evaluate a billing solution for your practice
Practice Management
How to evaluate a billing solution for your practice
December 06, 2023
What to expect from our fourth technology release of 2023
Platform & Integrations / Wealth Management
What to expect from our fourth technology release of 2023
December 04, 2023
Fashion’s faux pas
Sustainable Investing
Fashion’s faux pas
November 30, 2023
Envestnet | Tamarac release focuses on reporting & trading
Platform & Integrations / RIAs
Envestnet | Tamarac release focuses on reporting & trading
November 22, 2023
From Bill Crager: Wealth management industry cycles & opportunities
Financial Advisor / Fintech
From Bill Crager: Wealth management industry cycles & opportunities
November 14, 2023
Help clients meet their goals with managed accounts & sustainable investments
Practice Management / RIAs / Sustainable Investing
Help clients meet their goals with managed accounts & sustainable investments
November 08, 2023
3 ways to address the energy sector with your investments
Sustainable Investing
3 ways to address the energy sector with your investments
October 31, 2023
3 critical elements of great estate planning support
Practice Management / Wealth Management
3 critical elements of great estate planning support
October 27, 2023
How to use outsourced tax management to grow your business
Advisor Solutions / Tax Management
How to use outsourced tax management to grow your business
October 26, 2023
 Direct indexing 101
Trading & Portfolio Management / Wealth Solutions
Direct indexing 101
October 20, 2023
Driving client conversations for every generation with BlackRock
Financial Wellness / Practice Management
Driving client conversations for every generation with BlackRock
October 18, 2023
4 trends facing RIAs and how to leverage them
Business Intelligence / Practice Management / RIAs
4 trends facing RIAs and how to leverage them
October 09, 2023
The impact of climate change: Cows, grains, & greenhouse gasses
Sustainable Investing
The impact of climate change: Cows, grains, & greenhouse gasses
September 29, 2023
The future of tax management is year-round, not year end
Advisor Solutions / Tax Management
The future of tax management is year-round, not year end
September 21, 2023
Envestnet | Tamarac release enhances reporting, trading, and CRM
Platform & Integrations / RIAs / Wealth Management
Envestnet | Tamarac release enhances reporting, trading, and CRM
September 19, 2023
Fuel growth with cash management and credit solutions
Platform & Integrations / RIAs / Wealth Management
Fuel growth with cash management and credit solutions
September 11, 2023
Cash and credit management presents opportunity to RIAs
Platform & Integrations / RIAs / Wealth Solutions
Cash and credit management presents opportunity to RIAs
September 11, 2023
A practical approach to diversity, inclusion, and growth for advisors
Practice Management
A practical approach to diversity, inclusion, and growth for advisors
September 11, 2023
What to expect from our third technology release of 2023
Platform & Integrations / Wealth Management
What to expect from our third technology release of 2023
September 05, 2023
Outsourcing can open the door to more personalized client service
Practice Management
Outsourcing can open the door to more personalized client service
September 01, 2023
ESG in Action: Participation, not exploitation
Sustainable Investing
ESG in Action: Participation, not exploitation
August 31, 2023
Supporting high net worth investors at scale
Business Intelligence / Wealth Management
Supporting high net worth investors at scale
August 28, 2023
Take the headache out of splitting advisor fees
Practice Management
Take the headache out of splitting advisor fees
August 23, 2023
The Power of Integrated Technology: Financial Planning and Reporting
Platform & Integrations
The Power of Integrated Technology: Financial Planning and Reporting
August 18, 2023
ESG in Action: Former flames, missed connections, and turning up the heat
Sustainable Investing
ESG in Action: Former flames, missed connections, and turning up the heat
July 31, 2023
Pricing Innovation is Good, but Manual Billing Can Be Painful
Practice Management
Pricing Innovation is Good, but Manual Billing Can Be Painful
July 27, 2023
Relative Performance Across U.S. Factors was Narrower Q2 2023
Asset Management / Financial Advisor / RIAs
Relative Performance Across U.S. Factors was Narrower Q2 2023
July 21, 2023
The Solution to Reaching Younger Generations
Financial Planning / Financial Wellness / Wealth Management
The Solution to Reaching Younger Generations
July 19, 2023
A Look at Market Headwinds with BlackRock’s Mark Wiedman
Trading & Portfolio Management
A Look at Market Headwinds with BlackRock’s Mark Wiedman
July 17, 2023
A Deeper Understanding of Structured Notes
Advisor Solutions / Asset Management
A Deeper Understanding of Structured Notes
June 30, 2023
ESG In Action: Advice to REITs — Think Local
Sustainable Investing
ESG In Action: Advice to REITs — Think Local
June 29, 2023
Performance Perspectives: Navigating Sustainable Investing
Asset Management / Sustainable Investing / Wealth Solutions
Performance Perspectives: Navigating Sustainable Investing
June 23, 2023
What’s New: Enhancements to Trading, Reporting, and CRM
Platform & Integrations / RIAs / Trading & Portfolio Management
What’s New: Enhancements to Trading, Reporting, and CRM
June 23, 2023
Insights Engine Named Best AI-Based Solution for Financial Services
Data Analytics / Fintech
Insights Engine Named Best AI-Based Solution for Financial Services
June 21, 2023
Key Takeaways From the Battle of the Ages
Financial Advisor / Financial Wellness
Key Takeaways From the Battle of the Ages
June 13, 2023
What to Expect From Our Second Technology Release of 2023
Fintech / Wealth Management
What to Expect From Our Second Technology Release of 2023
June 08, 2023
Third Choir Certification Shows Our Dedication to Diversity
Corporate Initiatives
Third Choir Certification Shows Our Dedication to Diversity
June 06, 2023
ESG in Action: Cyber Hacks, AI, and the Digital Divide
Sustainable Investing
ESG in Action: Cyber Hacks, AI, and the Digital Divide
May 30, 2023
Mixed Results with Quality as a Leading Factor
Asset Management / RIAs / Wealth Solutions
Mixed Results with Quality as a Leading Factor
May 25, 2023
What’s New: New Tamarac Platform Experience and More
Platform & Integrations / RIAs / Trading & Portfolio Management
What’s New: New Tamarac Platform Experience and More
May 15, 2023
Boston Partners Named Asset Manager of the Year 2023
Asset Management
Boston Partners Named Asset Manager of the Year 2023
May 04, 2023
The Business Case for Data Aggregation
Data Aggregation / Data Analytics / Fintech
The Business Case for Data Aggregation
April 27, 2023
ESG In Action - Anaphylaxis, Kim Kardashian, and Muni Bonds
Sustainable Investing
ESG In Action - Anaphylaxis, Kim Kardashian, and Muni Bonds
April 21, 2023
Congrats to the Envestnet 2023 Asset Manager Award Finalists
Asset Management
Congrats to the Envestnet 2023 Asset Manager Award Finalists
April 20, 2023
Envestnet Wins Big in 4th Annual Data Breakthrough Awards
Data Analytics / Fintech
Envestnet Wins Big in 4th Annual Data Breakthrough Awards
April 17, 2023
Financial Aggregation Tools Help Increase Client Retention
Data Aggregation / Practice Management / Wealth Management
Financial Aggregation Tools Help Increase Client Retention
April 13, 2023
Understanding How Your Clients Think About Retirement is Key
Financial Planning / Retirement
Understanding How Your Clients Think About Retirement is Key
April 11, 2023
ESG in Action - An Industry, Derailed
Sustainable Investing
ESG in Action - An Industry, Derailed
March 30, 2023
2022 Charitable Giving Report
Corporate Initiatives
2022 Charitable Giving Report
March 29, 2023
Envestnet Named an Open Banking Intermediary Leader
Data Aggregation / Fintech / Open Banking
Envestnet Named an Open Banking Intermediary Leader
March 23, 2023
Holistic Advice Includes Strategic Borrowing Advice
Advisor Solutions / Financial Advisor
Holistic Advice Includes Strategic Borrowing Advice
March 17, 2023
ESG in Action: The Price of Water
Sustainable Investing
ESG in Action: The Price of Water
February 28, 2023
What to Expect in Our First Release of 2023
Platform & Integrations / RIAs
What to Expect in Our First Release of 2023
February 23, 2023
What’s New: Reporting and Trading Updates Enhance Advisor Efficiency
Platform & Integrations / RIAs / Trading & Portfolio Management
What’s New: Reporting and Trading Updates Enhance Advisor Efficiency
February 23, 2023
Incorporate Alternatives into Your Business at Scale
Advisor Solutions / RIAs
Incorporate Alternatives into Your Business at Scale
February 21, 2023
AIF Designation Scholarships Encourage Diversity
Corporate Initiatives / Financial Wellness
AIF Designation Scholarships Encourage Diversity
February 16, 2023
Effective Client Engagement Tactics Require Personalization
Financial Planning / Financial Wellness
Effective Client Engagement Tactics Require Personalization
February 07, 2023
Value Factor Continues to Lead the Pack
Asset Management / RIAs / Wealth Solutions
Value Factor Continues to Lead the Pack
January 20, 2023
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
A Preview of Tamarac’s 2023 Roadmap
Platform & Integrations / RIAs / Trading & Portfolio Management
A Preview of Tamarac’s 2023 Roadmap
January 09, 2023
A New Category of Financial Services: Embedded Finance
Financial Wellness / Fintech
A New Category of Financial Services: Embedded Finance
August 31, 2022
Data-Informed Decisions with Insights Engine
Data Analytics / Financial Advisor
Data-Informed Decisions with Insights Engine
August 31, 2022
Community Investing: How To Invest In the Underserved
Sustainable Investing
Community Investing: How To Invest In the Underserved
September 05, 2019
The Key to Achieving Financial Wellness
Financial Planning / Financial Wellness
The Key to Achieving Financial Wellness
May 28, 2019