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Business Development
Envestnet | PMC CIO Support and Investment Consulting Services
By combining PMC’s core competencies with Envestnet’s advanced platform technology, we offer a robust investment program vital to wealth management practices of varying sizes and stages of growth.
Active/Passive Management
Our Latest Research On Active Versus Passive Asset Management
As you are likely well aware, the debate regarding active versus passive investing has existed for a while. And recently, headlines seem to increasingly indicate that active investing has run its course – most managers are failing to meet their benchmarks.
Behavioral Finance
B is for behavioral mistakes—Preventing them may be your greatest value
In this post, we’ll tackle the behavioral mistakes that investors typically make.
Business Development
Digital Technology: Friend or foe? Part 1
In short, chances are that your clients and prospects are online. But the question is: Are you? And more importantly, what does your online presence say about you?
Active/Passive Management
The Power of "AND" eBook
Active and passive investing: Uncover the power of "AND".
Business Development
Don't break your team
A 10-part checklist for getting your service model execution right without crushing your team.
Behavioral Finance
4 psychological reasons investors buy
Mike Gagala of Russell Investments walks through the four psychological reasons investors buy, from strongest to weakest.
Business Development
Winning new business from existing clients
Asset allocation proposals--helping an investor visualize how a particular asset allocation can best help them meet their goals--are a mainstay of winning new clients. But proposals can also be used to generate new business from existing clients.
Business Development
3 keys to maximizing your firm's value
Competition is intensifying for Registered Investment Advisor (RIA) firms looking to acquire assets and market share across the independent wealth management landscape. As the industry continues to face consolidation, the gap in performance between super ensemble firms and small RIAs is widening--driving firms of all sizes to ask themselves, what is our value?