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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Top ETF trends on the Envestnet platform
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Retirement
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401(k) managed accounts: A personalized alternative to TDFs
December 20, 2024
Asset Management
Are active and passive ETFs gathering assets this year?
May 31, 2024
Trading & Portfolio Management
Analyzing Q1 2024 active and passive asset classes
April 19, 2024
Trading & Portfolio Management
Are fixed income ETF allocations shifting?
February 27, 2024
Trading & Portfolio Management
Factor ETFs are a modern twist on active management
December 14, 2023