Markets, Models and Tech
It’s 2021. Let’s make this year different than the last.
The volatility we saw as a result of the ongoing COVID-19 pandemic marked a turning point in how advisors are thinking about their practices. Many advisors are learning from 2020 and making strategic changes to add the most value for what clients need today. We learned that the most successful firms are using a combination of models and technology to drive scale, simplify their practices, and implement a transparent and defined investment process. In fact, 92% of advisors believe that models improved their practice in 1H 2020.1
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. It can also minimize prep time, helping you to maximize time with clients and add value to your relationships and your business.
Read up on the latest trends we’re seeing, our views on the future, and the resources you have at your disposal to help you make a more meaningful impact in every investment decision and client interaction.
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1 Source: BlackRock. In response to the COVID-19 induced volatility, during the week of 5/4/2020, BlackRock collected responses to a 15-question survey about wealth outsourcing (SMA & Models usage) experience and intentions from approximately 305 financial advisors across more than 10 independent and wire channel firms. The results above are a snapshot of the data collected as of 5/11/2020.
This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are those of the authors and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that any of these views will come to pass. Reliance upon information in this material is at the sole discretion of the reader.
Through a holding company subsidiary, BlackRock, Inc. (“BlackRock”) owns a non-controlling interest in Envestnet’s parent company, Envestnet, Inc. (NYSE: ENV).
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