Madeline Garfinkle

Contributor

From Deliverable to Dynamic: How Envestnet MoneyGuide Is Putting Planning at the Center of Every Client Relationship

Envestnet MoneyGuide: goals-based planning, real-time client collaboration, a new Dash tool, and where AI fits into the future of advice.

When the Market Cracks, Music Plays On: The Case for MUSQ, The Music ETF

MUSQ CEO David Schulhof makes the case for global music as an uncorrelated asset class—and why now may be the right moment to listen.

When to Grow, When to Hold: Pacer ETFs’ QQWZ Takes the Rotation Decision Off Your Plate

Pacer’s QQWZ rotates between the Nasdaq-100 and COWZ index monthly on relative strength—capturing growth-value shifts automatically, tax-efficiently.

Private Markets, Managed: How Envestnet Is Closing the Operational Gap for Advisors

Envestnet’s platform is making private markets accessible, manageable, and tax-aware inside the managed account structure advisors already use.

SS&C ALPS Advisors + SS&C Black Diamond: Tax-Aware Optimization as a Native Rebalancing Capability

SS&C ALPS Advisors and SS&C Black Diamond have built a native tax optimization engine into the Rebalancer, automating processes for tax alpha.