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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.
Weekly Fixed Income Commentary: Treasury yields rise on hawkish Fed comments
U.S. Treasury yields rose again amid hawkish rhetoric from U.S. Federal Reserve officials and continued strong U.S. economic data.
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.
Do October surprises really impact the election?
An October surprise can be any piece of news, good or bad, that has the potential to upend the trajectory of a campaign, and history is rife with them...
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.
How a Bond Ladder Can Offer Stability in Any Market Condition
A bond ladder, or a portfolio of individual bonds whose maturity dates are staggered over a set number of years, is designed to provide a predictable income stream while minimizing exposure to interest-rate fluctuations. We explore why an investor might consider holding a bond ladder, risks, and our expectations for the current rate environment.
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.