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General Overview Videos
Envestat 2017 Year-in-Review

Envestat 2017 Year-in-Review

Last year, we examined the key trends between advisor-managed portfolios and fund strategist portfolios. Here are some of the highlights from our 2017 reports.
General Overview Videos
ENVESTAT: 2016 Year-in-Review

ENVESTAT: 2016 Year-in-Review

Powerful insights, trends, and predictions about investor behavior and advisory practices.