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      article by Envestnet

      IN MEMORIAM - Jud Bergman Chairman and Chief Executive Officer (1957-2019)

      Oct 04, 2019
      report by Envestnet

      Thought Leadership Report: Enforcement and Litigation Risks

      Oct 29, 2019
      presentation by BlackRock

      2019 BlackRock DC Pulse Survey

      Jun 03, 2019
      presentation by BMO Global Asset Management
      This piece is approved to use with clients.

      Financial concerns of women

      Jul 11, 2019
      article by American Funds

      Retain clients in uncertain markets

      Sep 18, 2019
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      Market Outlooks

      A Macro View - The Economy and Markets

      report by Envestnet | PMC
      This piece is approved to use with clients.

      Although for many of us−-including the writer of this piece−-December arrived way too early this year, a lot has happened in the markets and economy since the end of last year.  December 2018 rocked capital markets with domestic and international equities plummeting by double digits, heightened volatility, and a US government shutdown that turned out to be the longest in history.

      Dec 14, 2019
      Political Commentary

      An impeachment Primer

      article by Envestnet
      This piece is approved to use with clients.

      Moments ago, House Speaker Nancy Pelosi (D-Calif.), flanked by the chairs of the committees of jurisdiction over the House’s impeachment inquiry over the last several months (Oversight, Intelligence, Ways and Means, Financial Services, and Judiciary) announced her intention to have the House consider two articles of impeachment against President Trump. I thought I’d provide a quick primer on what’s happened this morning and what we can expect in the days and weeks ahead.

      Dec 11, 2019
      Market Outlooks

      A Macro View - November Monthly Recap

      report by Envestnet | PMC
      This piece is approved to use with clients.

      Domestic equity markets ended the month with positive returns, reaching new all-time highs on November 27 on the back of positive news of a potential trade deal agreement between the US and China. Equity markets consistently appreciated throughout the month, with reduced volatility as the Cboe Volatility Index fell to 11.75, a level not seen in more than a year and a half.

      Dec 07, 2019
      Political Commentary

      Washington Update: Mike Bloomberg and the Self-Funded Presidential Campaign

      article by Envestnet
      This piece is approved to use with clients.

      Former New York City Mayor Michael Bloomberg officially entered the Democratic presidential primary last week, and it didn’t take long for his opponents to react. Sen. Elizabeth Warren (D-Mass.) criticized the fact that Bloomberg, who is worth an estimated $54 billion, plans to self-finance his campaign.

      Dec 02, 2019
      Business Development & Planning

      Envestnet | PMC CIO Support and Investment Consulting Services

      report by Envestnet | PMC

      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.

      Nov 26, 2019
      Market Outlooks

      A Macro View — Green Shoots in the Bond Market

      report by Envestnet | PMC
      This piece is approved to use with clients.

      In September, scientists from the National Oceanic and Atmospheric Administration (NOAA) announced that in 2018, Earth’s atmospheric concentration of carbon dioxide (CO2) averaged 407.4 parts per million (ppm). According to NOAA, this represented the highest concentration of CO2 in the atmosphere for at least the last 800,000 years—longer than anatomically modern humans have existed.

      Nov 23, 2019
      Regulatory Education

      Envestnet & Eversheds Sutherland Regulatory Education Program - Webinar 3

      article by Envestnet

      Envestnet is excited to announce our partnership with Eversheds Sutherland. As a global top 15 law practice, Eversheds Sutherland provides the legal advice and strategic alignment that clients need from their advisors for the best outcomes. The new SEC advice standards for broker-dealers and registered investment advisors are here, and we are dedicated to helping you prepare for the compliance impact.

      Nov 22, 2019
      Political Commentary

      Whistleblowing: a Foundation of the Republic

      article by Envestnet

      Despite President Donald Trump’s pleas for the whistleblower’s identity to be revealed – and his demand that he be given the opportunity to “interview” them – it should come as little surprise that it has largely remained under wraps. As PBS Newshour recently reported, while there is “nothing that can block Trump from revealing who” the whistleblower is, federal law is meant to prevent “intimidation of witnesses and reprisals against whistleblowers.” The president, of course, is tasked with enforcing these, and all, laws as the leader of the executive branch.

       

      Nov 20, 2019
      Market Outlooks

      A Macro View - The Unending Brexit Drama

      report by Envestnet | PMC
      This piece is approved to use with clients.

      Has any political referendum led to more consternation and hand wringing than Brexit? Nearly three and a half years after the United Kingdom voted to usher in a new epoch in European history, we still do not have a clear vision of what the future may bring for the continent. In the last few months, a series of twists in the Brexit story has begun to lay out a variety of scenarios worth examining as we review their implications for global investors.

      Nov 16, 2019
      Political Commentary

      Washington Update: The President v. The Supreme Court

      article by Envestnet
      This piece is approved to use with clients.

      If you think a potential federal government shutdown is the only potential calamity barreling down on Washington, D.C., think again.

      Nov 13, 2019
      Market Outlooks

      A Macro View - October Monthly Recap

      report by Envestnet | PMC
      This piece is approved to use with clients.

      The domestic equity markets returned to a more risk-on posture from the more defensive tone of the previous month. Interest rates were cut for a third consecutive time, planned tariffs on Chinese goods were postponed, and Brexit was delayed for another three months.

      Nov 09, 2019
      Political Commentary

      Washington Update: Could Antitrust Slay Tech?

      article by Envestnet
      This piece is approved to use with clients.

      It has been a difficult year for major tech companies. To demonstrate, consider what the news and polling firm Morning Consult wrote in June 2017: Google and Facebook “are enjoying high favorability ratings among U.S. consumers …” 

      Nov 06, 2019
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