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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August 11, 2026
How an outsourced trading desk can help RIAs scale
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August 05, 2026
How to think like a Tamarac super user
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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