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.
"RIAs need technology that strengthens oversight without slowing them down," said Chris Todd, Chief Executive Officer of Envestnet. "These latest Tamarac platform enhancements reflect our ongoing dialogue with independent advisors and our focus on embedding greater trading transparency, reporting flexibility, and mobile client access directly into daily workflows to help firms move faster, operate with greater accountability, and scale confidently as their businesses grow."