Literature Type: Commentaries

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Envestat Report: Practice what you preach
Investment Insights, Commentaries
Format: pdf
Publication Date: 05/19

The equity market was generally kind to investors during the first three quarters of 2018. Then October hit. Volatility was back. Technology stocks were pummeled. Each day seemed painful for investors.

ENVESTAT Report: Rep-as-PM Advisors Have More Control and Flexibility, But Are They Using It to Their Clients’ Advantage?
Commentaries, Misc Downloads
Format: pdf
Publication Date: 02/16
Envestat Report: Return on Time Invested
Investment Insights, Commentaries, Misc Downloads
Format: pdf
Publication Date: 05/19

Successful advisors view the year end as an opportunity to assess their business from a revenue source perspective to make informed decisions going forward. With that in mind as 2018 draws to a close, we thought it would be worthwhile to examine current advisory and client fees on Envestnet’s platform.

ENVESTAT Report: Should Advisors Stay the Course Amid Market Volatility?
Commentaries, Misc Downloads
Format: pdf
Publication Date: 06/16

We often hear about do-it-yourself investors who panic during periods of market volatility and dump their portfolios, thus realizing substantial losses. There is plenty of research on investor behavior to illustrate how people succumb to the pitfalls of buying high and selling low. But how does advisor behavior compare?

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