Predictions make for great headlines, but they don’t always come to fruition. In this episode of the Trending Report, we reflect on how some of the big market predictions for 2024 worked out and talk about the importance of unemotional investing and focusing on trendlines over headlines.
Wall Street Turns to ‘Haven-First’ Strategy Amid Iran Crisis
As client expectations shift and generational wealth moves, advisory practices face mounting pressure to deliver personalized experiences at scale. Andrew Stavaridis, Chief Relationship Officer at Envestnet, discusses how the firm seeks to help advisors close operational gaps, integrate financial planning more deeply, and position themselves to capture assets in motion—all while maintaining the relationship building that defines successful practices. Learn how Envestnet is investing over $1 billion to support advisor growth.