Managed Accounts: Trend-Based Forecast For 2018
How are managed account assets projected to grow over the next 6 months? 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.
In this edition, we offer insights about:
State of the RIA Market: Special Focus on the Investor/Advisor Relationship and Advisor Technology Stack
As a valued Envestnet Institute user, we are delighted to share with you our latest report on the State of the RIA Market.
Cluster Cities: A Chinese Experiment in the Future of Urbanisation
China’s success in growing city clusters of previously unimaginable size is dependent on three key factors: continued rural-to-urban migration, planning that spans disparate administrative areas, and massive infrastructure investment.
Strategas Insight: One Policy Error Waiting on Another
The market has long been (rightly) accused of testing each new Federal Reserve chair. Jay Powell’s first 18 months on the job have been no different.