Envestnet Institute
Curated educational content and data to accelerate your practice in an evolving industry
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Building the Right Team for Your Client Portfolios
This presentation explains how to select and combine managers and investment vehicles.
Behavioral Advisor: Outlook for 2019 is No Mystery
With the recent market decline, increased volatility and the deafening media noise, it can be easy to lose track of the basics. Remember, recent activity doesn’t tell us much about market returns.
The Evolution of Portfolio Construction
Building investment portfolios has never been harder. With rapidly changing markets and a growing universe of investment options, your clients need your help now more than ever. Fidelity’s extensive experience in shaping client outcomes can help you take your practice to the next level.
6 Actions to Take When You Think a Bull Market Is Ending
October’s market volatility showed us signs that we may be in the late stages of the current bull market. Help your clients keep their emotions in check and prepare for more market uncertainty with these six steps.
Elevate your discovery process to help win great clients
The volume of discovery meeting checklists and questionnaires available today attest that collecting the key information required to deliver truly integrated wealth management solutions is arduous and time consuming.
The Magic of Storytelling for Your Business
Using stories to simplify industry jargon and explain market conditions may help make your client meetings more engaging and more memorable.
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.