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The Intelligent Financial LifeTM 
Anatomy of a Recession 
Markets, Models and Tech
Envestnet Institute
Curated educational content to accelerate your practice in an evolving industry.
Financial Planning
Learn about how you can help clients plan for the future
Practice Management
Learn how you can build your practice and become more essential.
Market Insights
Stay in touch with market news and get multiple perspectives.
Portfolio Insights
Hear from some of our publishing partners’ portfolio managers.
Editor’s Picks & Trending
[Webinar] Anatomy of a Recession Q4 2022 Update
The Anatomy of a Recession program provides practical, actionable insight into the US economy and critical market trends. ClearBridge Investments, one of Franklin Templeton’s specialist investment managers, has offered the program since 2016, based on proprietary dashboards that track multiple indicators of recession and recovery.
Market Volatility and Recessions 101
While you can't control market volatility, there are actions you can take to potentially minimize its impact on your retirement savings. Having a plan in place for a recession or market downturn may help give you confidence to weather the storm and keep working toward your long-term retirement goals.
Equity Outlook: Bracing for an Economic Slowdown
Spiking inflation, rising interest rates and growing fears of a US recession dominated global equity markets in the second quarter. While the outlook is very cloudy, it’s important to evaluate what types of strategies can help investors in an economic downturn.
The Importance of Sustainable Investing
Newly updated! BlackRock and Envestnet address why sustainable investing is an opportunity for all advisors and how investment solutions and technology make it easier than ever before to access.
Growth Investing Requires a Growth Mindset
In this video with Institutional Investor, William Blair’s Ken McAtamney discusses how growth investors are always looking toward the future, utilizing a curious mindset and disciplined research process to discover the next potential industry innovators.
Six Keys to Extraordinary Teamwork
Whether you are building, joining or looking to improve your financial advisory team, the goal should be to create something that adds up to more than the sum of its parts. Michael Futterman, Head of Knowledge Labs® Professional Development, outlines six considerations that are critical to establishing a healthy team dynamic.
A Broader Tilt to Value
Value stocks, including those outside the U.S., have cheap valuations and could benefit from an improving economic environment.
Webcast: Navigating A New Rates Regime
The stimulus actions employed by central banks since the start of the pandemic have dramatically altered the fixed income landscape. Are rates stuck near zero for the foreseeable future, or will inflation and a growing debt mountain force a change?
Interest Rates and Elections
The Federal Reserve’s Federal Open Markets Committee (FOMC) finishes its May meetings on monetary policy today. The Fed is expected raise interest rates by 50 basis points, which would be the first rate hike of more than 25 basis points since 2000.
Equity Outlook: Bracing for an Economic Slowdown
Spiking inflation, rising interest rates and growing fears of a US recession dominated global equity markets in the second quarter. While the outlook is very cloudy, it’s important to evaluate what types of strategies can help investors in an economic downturn.
Direct Democracy On The Ballot: 2022 Ballot Initiatives
In addition to control of Congress, voters will decide hundreds of ballot initiatives this November.
Municipal Bonds: 2023 U.S. States Outlook
Revenue above expectations, pandemic federal aid and reserves have strengthened states' financial outlook. But states will need to prepare as pandemic aid winds down and the economy slows.