Millennials grew up in a different world than the Baby Boomer and Gen X generations. Their experiences are very tech based but not dependent. They want what everyone wants – great service at the right price. Information is not the holy grail but rather knowledge and wisdom scrapped from that information. All companies need to learn about the younger generations perceptions of their products and services. They will have real buying power shortly. Read more...
Advisors can now access iCapital's technology platform through Envestnet and utilize UMAs to incorporate alternatives and structured investments alongside traditional public market holdings within a single account structure. Through workflows connecting iCapital's technology into Envestnet's advisor-traded sleeves, advisors gain access to a seamless experience across portfolio construction, implementation, and ongoing oversight as alternatives play an increasingly central role in diversified portfolios.
Most advisory firms treat client acquisition like a recurring expense—referrals, lead purchases, campaigns that start from zero every quarter. VastAdvisor believes the problem has never been effort. It’s been infrastructure. The firm’s platform seeks to give advisory practices a governed AI growth system that learns with every campaign, owns its audiences, and compounds advantage over time. The advisors building that infrastructure now may be the ones defining the industry a decade from now.