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Tax Management
[UPDATE] Help Clients Keep More: Managing the impact of taxes in a personalized way
Explore Envestnet and BlackRock’s perspectives on trends taking shape in the world of tax management and discover new technology solutions to better scale your practice for future growth.
Sustainable Investing
Think Sustainable
This investor guide answers four key questions to help get started with sustainable investing.
Portfolio Construction Insights
Model Specialists Coverage Map
Get in touch with a model specialist to learn how incorporating models, as well as technology, into your practice can help make things more transparent and uncover key areas your clients want to discuss, like risk.
Investing Ideas
[Infographic] Electric-vehicle sales are soaring, driving changes in the market
This piece is approved to use with clients.
Electric vehicles are becoming more popular, but changing the market with each purchase.
Investing Ideas
What is a Stock Worth?
This piece is approved to use with clients.
Implications for Equity Investing at Historic Valuations
Sustainable Investing
Introducing sustainability in portfolios
Explore BlackRock’s framework for introducing sustainability in portfolios.
Client Experience
[Infographic] - Importance of Avoiding Big Losses
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Understand how large losses can have a disproportionate effect on investors financially and emotionally.
Alternative Investments
What is a Hedged Equity?
This piece is approved to use with clients.
Simple, straight-forward explanation of a fast-growing sub-category of investment strategies.
Investing Ideas
Investing in founder-led companies
It may align with your goals to consider companies run by their founders.
Investing Ideas
Understanding bitcoin
The cryptocurrency shares some similarities with gold but be aware of the risks.
Alternative Investments
Gimme shelter
Demand for houses is likely to remain strong, pushing up prices and benefitting builders.