Envestnet Offers Digital Tool to Battle Robo-Advisors
The Advisor Now portal is designed to help advisors deliver comprehensive “wealth management services where and when clients want them,” said Envestnet CEO Jud Bergman.
Eric Nelson: Why ETFs Are Inferior
The advisor and pundit argues ETFs are no way to optimize a client’s investment return.
3 Estate Planning Strategies for a Low-Rate Environment
Even with the generous $5.4 million estate tax exemption, some of your HNW clients can benefit from these strategies in the current low-interest-rate environment.
11 Steps to Successful Time Management for Solo Practitioners
If you’re an advisor working by yourself, organization is critical to building and sustaining your practice. Here's how I do it.
How We Picked Them: The 2015 SMA Managers of the Year
Choosing the annual SMA Managers of the Year takes several months and culminates in a live awards ceremony at the Envestnet Advisor Summit in Chicago, which this year will occur on May 7.
Clients’ Top Retirement Worry Is Going Broke: AICPA
Americans worry most about running out of money in retirement, according to a survey released in April by the American Institute of CPAs.
Under the Hood: Planning Opportunities From a Client’s 1040, Pt. 3: Retirement Plans
Concluding our discussion on how looking at clients’ tax returns provides value, maximizing deductions from IRAs and other retirement plans.
Fear Fuels Millionaires’ Drive for More Wealth, UBS Survey Finds
UBS survey says millennial millionaires feel more pressure to maintain their status than older generations.
Under the Hood: Planning Opportunities on a Client's 1040, Pt. 1: Income
Viewing clients’ tax returns and suggesting appropriate changes provides value to clients while showcasing your value. Begin with the income lines on their 1040s.
Is Portfolio Diversification Overrated?
Most actively managed mutual funds fail to beat the market, but so do so-called concentrated funds with limited positions.