Guide to Holistic Tax Management
In this guide for financial advisors, we will explore how a holistic tax overlay may be used to manage equity portfolios in taxable accounts.
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Whitepapers
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What We Are Hearing And Seeing
Dig into what PMC's analyst team is hearing in discussions about equity, fixed income, liquid alternatives, and more with asset managers.
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4 Tips For Managing Your Capital Gains Taxes
Check out our tips that can help you more effectively manage your clients’ taxes.
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Fee-Only vs. Subscription-Based Pricing: Trends and Technology's Impact
RIAs must take a long-term view of pricing and billing for their services and adopt software that scales based on industry trends and overall growth.
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Active vs. Passive Asset Management
In this latest release of the Active vs Passive Management research, we have updated previous results on Morningstar category classification into “active” or “passive.”
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2024 State of Financial Planning and Fees: Technology's Impact
Financial planning technology has revolutionized the advisor-client relationship by offering a platform with foundational to sophisticated planning and actionable insights.
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Leveraging Both Sides of the Balance Sheet to Help Build Wealth
Integrated financial technology and the ever-increasing availability of detailed account data has created an opportunity to borrow - strategically or tactically - to accomplish financial goals.
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5 Top RIA Trends to Power Your Practice
From industry consolidation, to well capitalized new entrants, to client expectations for expanded planning services, a number of emerging trends have RIAs rethinking the way they do business.
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Asset Class Portfolios Methodology
More than half a century has passed since Markowitz introduced the Nobel Prize-winning theory of optimal portfolio allocation in the mean-variance framework.
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Annuities as an Asset Class for Fee Based Advisors
RIAs usually emphasize investment-centric approaches that rely on earning the risk premium from the stock market as the most effective way to support a retired client's financial goals.
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Taking the Measure of Advice
This report provides an assessment of the delivery of financial wellness by financial advisors to their clients in helping clients achieve peace of mind and financial security.
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The Intelligent Financial Life National Study
Envestnet has invested in creating a powerful toolset to deliver better financial guidance to people. We're enabling their ecosystem to grow and empowering the intelligent financial life.
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Unlocking Personalization at Scale to Better Help Serve Clients Today and Tomorrow
Envestnet’s concept of the Intelligent Financial Life™ represents a shift in the way we approach financial management.
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Help Clients Keep More: Managing the Impact of Taxes in a Personalized Way
In this issue of Sharing Perspectives, we offer insights on the importance of tax optimization and why a personalized approach matters.
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