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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
Copilot, not autopilot: How generative AI augments, but doesn't replace active management
AI, with its data analysis and predictive power, can revolutionize investing. However, humans remain a crucial part of the process. Franklin Templeton Investment Solutions provides use cases into how different investors can harness AI to achieve their desired outcomes and workflows.
Finding the keys to success in succession planning
Bryan Powell, Senior Director, Practice Management, discusses how advisors can build a foundation of success when navigating succession planning.
Successful charitable giving plans start with “why”
Wealth Strategist Ben Rizzuto discusses the importance of understanding the motivations behind investors’ charitable giving aims and how advisors can help clients clarify and achieve their goals.
Think Sustainable
This investor guide answers four key questions to help get started with sustainable investing.
The CFPB Moves on Open Banking
The Consumer Financial Protection Bureau (CFPB) released its regulation implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010.
Global Weekly Commentary: Getting granular in our strategic views
We think granularity is key as government bond yields hit multi-year highs.
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.
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?
A Broader Tilt to Value
Value stocks, including those outside the U.S., have cheap valuations and could benefit from an improving economic environment.
Global Markets Weekly Update: November 17, 2023
Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Do fund flows affect market prices?
Is there a statistical relationship between fund flows and market price moves? Portfolio Manager Aneet Chachra evaluates and quantifies the linkage between equity fund flows and simultaneous price moves in the S&P 500® Index.
5 Lessons From 5 Decades of Asset Allocation
At Morningstar Investment Management, our asset allocation approach has drawn on our research spanning five decades. Some lessons have stood the test of time and continue to inform our thinking today. We unpack five key lessons that we believe are vital to be a great asset allocator today.