Envestnet Institute
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It was freezing in January, but the market was hot
To say it was cold in January might qualify as the understatement of the year, akin to something like the Patriots are a pretty good football team – full disclosure, I am NOT a Patriots fan.
AAM Viewpoints - Small Business Optimism Marks the 2nd Year of Historic Readings
The December 2018 National Federation of Independent Business (NFIB) Survey of Small Business Economic Trends revealed a second year of historic readings which surpassed record levels achieved in 2017.
Talking Credit: Future of the credit market
Get insight from our Global Co-Heads of Credit, James Keenan and Tim O’Hara as they share their perspectives around what lies ahead in the credit markets.
Brexit outlook: What British uncertainty means for markets
With a decision on Brexit just a few weeks away, the fog of uncertainty surrounding the situation is thicker than ever. The stakes for the U.K. economy and markets are high and, at the moment, a number of potential outcomes remain on the table.
4 psychological reasons investors buy
Mike Gagala of Russell Investments walks through the four psychological reasons investors buy, from strongest to weakest.
The Case for Liquid Alternatives, Especially Now
While we have long advocated that alternatives should be a core allocation within any diversified portfolio, we believe that in this environment they will be even more helpful to investors.
Managed Accounts: Trend-Based Forecast For 2018
In this Envestat report, we analyzed past managed account data to come up with a forecast for gross sales, redemptions, and net flows for the first half of 2018.
Putting a Value on Your Value: Quantifying Advisor's Alpha
This updated research paper delves into the concept of Vanguard Advisor's Alpha®, which outlines how you can add value, or alpha, through relationship-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market.
Is Caution the New Watchword for Advisors?
This Envestat report finds that the composition of inflows has indeed begun to shift, consistent with a more cautious mindset.
The Behavioral Wealth Advisor
The behavioral wealth advisor takes a holistic and proactive approach to wealth management, creating a behavioral discipline throughout the client service model. They increase client confidence and minimize behavioral biases while improving retention and acquisition.
How Do I Pick a Good ESG Manager?
Brett Wayman of Envestnet and Doug Classen of DANA Investment Advisors answer questions about impact investing and manager selection in the ESG space.
Strategy Series: Strategy-Based Portfolio Construction
A strategy-based approach to creating a portfolio provides superior diversification relative to style boxes. Start by evaluating funds based on their self-declared strategy.