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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.
Leveraging Technology & Data
Tech in Business
98% of advisors say that technology impacts their decision to join a new firm, with 70% saying it ‘significantly impacts’ that choice.
Investing Ideas
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.
Retirement
5 questions about securities lending in DC
Today, with new regulations and greater transparency since the financial crisis, securities lending activity has reached its highest level in a decade with more than $19 trillion in assets available for lending globally.
Retirement
Retirement saving: Save more or take more risk?
Defined contribution plan sponsors need to help their participants manage two significant challenges: building an appropriate asset allocation and ensuring sufficient savings.
Investing Ideas
Factor Investing: Unlocking The Real Drivers of Return
Investing is harder than ever today. The good news is that factor investing— is empowering investors by identifying and precisely targeting broad, persistent and long-recognized drivers of return.
Leveraging Technology & Data
The Future of the Decision Making Process for the Financial Services Industry
Financial institutions (FIs) and wealth management firms need to be focused on analytics for good reason: Data analytics provide the deep level of business intelligence that firms require to identify the largest growth opportunities as well as their biggest risks.