“We are dedicated to expanding our manager marketplace with esteemed firms that cater to the evolving needs of our clients," says Brad Haag. Wealth Advisor favorite Alpha Vee is one of the firms boosting its presence on the platform.
Direct Indexing within an SMA is often cumbersome and lacks the flexibility that allows advisors to go the extra mile for their clients. Can your platform help you achieve Advisor Alpha?
Keeping your clients at the center of your strategy is crucial for long-term success. Personalization and effective communication are two ways to strengthen your client-advisor relationships. Position yourself to address the evolving needs of your clients so you can gain their trust and offer reassurance—even if the market gets rocky.
Beginning April 2024, Crager will continue with Envestnet as a Senior Advisor, focusing on client and partner relationships, leaning in on key strategic initiatives, and continuing to be a visionary voice for the financial services industry.
Chief Investment Officer Kevin Grogan covers the current state of the 60/40 portfolio, reviews historical and forward-looking returns, and concludes the 60/40 portfolio is not dead
Asset prices change not just in response to economic change, but also in anticipation of it. Portfolio construction must account for economic change—both expected and unexpected.
The right turnkey asset management platform relationship can create opportunities for financial professionals to spend more time engaging clients. But not all TAMPs are equal, and advisors would be wise to consider 7 key points when searching for the right partner.
