Millennials tend to hold higher expectations about the opportunities for which they qualify than their predecessors held. They are not on a quest for handouts; instead, they tend to follow the principle of “risk and reward."
We know the advisor pool is shrinking and demographics are changing. What can advisors do today to attract -- and retain -- younger employees and clients.
While the retirement seminar may have served you well in the past, they may not help you stand out in the future. To attract, retain and grow your client base you’ll need events that are designed around your clients’ passions.
We like to provide a deep dive into earnings trends at least once a year and given that we are finishing up what – based on year-over-year earnings growth – is the worst earnings season in three years, we felt the time was appropriate.
We are seeing a strong negative return skew for the first time since October 2018. Investors should come to expect the negative skew and prepare accordingly. Head of Quantitative Strategies Michael Hunstad explains.
Leveraging our massive blind pooled data set, the RIA Pulse report provides timely insights into advisors’ investment activities, risk appetite, and other key trends. This free report delivers weekly value insights straight to advisors’ email to help them manage their business and investments.
The Invest in Others Grant Program at Envestnet's Advisor Summit grant program provided an opportunity for financial advisors to secure funding for specific programs or projects on behalf of nonprofits that they support.
Rising trade disputes and U.S.-China strategic tensions are increasingly weighing on global risk assets. How are the frictions playing out on the ground in China? A group of our senior investors recently went on a trip to the mainland to take the pulse on corporate sentiment and potential impacts on global manufacturing supply chains.
Domestic equity markets experienced widespread selling pressure throughout the month, as trade wars and tariffs dominated the news cycle. The S&P 500 Index notched its worst May in seven years and the second-worst return in May since the 1960s. Negative sentiment certainly existed at the beginning of May, but the market had mostly shrugged off bad news for all of 2019 behind a dovish Federal Reserve (Fed), which pushed domestic indices to record highs to close out April.
U.S. Treasury yields continued declining last week, despite improved sentiment. Rates vacillated until Friday’s weaker-than-expected payrolls report pushed rates lower. Market-based probabilities that the Federal Reserve (Fed) will cut rates in 2019 are near certainty.
A collective sigh of relief was expelled on Friday evening as US President Donald Trump announced he would indefinitely suspend the planned imposition of tariffs on Mexico — which was set to go into effect on June 10. Markets have entered “risk on” mode, given that the crisis was averted.