Serving the Mid-Tier Millionaire: Envestnet’s TAMP Edge for Advisors
Envestnet targets “mid-tier millionaires” ($5M–$30M) with tech-enabled personalized portfolios, alternatives access, and digital family office service
Inside Envestnet’s Gen BI and Insights AI: The Future of Advisor Intelligence Is Here
Envestnet has unveiled Gen BI and Insights AI, converting $6.5T in platform data into real-time advisor intelligence via natural language queries.
Simplifying Portfolios, Strengthening Relationships: CacheTech’s Fresh Take on the TAMP Model
CacheTech simplifies TAMP investing with core models over marketplace overload: personalized tech, tax-aware portfolios, true advisor partnership.
Finding Value in Securitized Credit: Manulife John Hancock’s JHMB ETF Targets Underused Bond Market
Manulife John Hancock’s JHMB ETF targets underused securitized credit, offering attractive yield and professional access to agency MBS assets.
Pacer ETFs’ TRFK: A Targeted Play on AI’s Infrastructure Boom
Pacer's TRFK ETF targets the “picks and shovels” companies powering AI data infrastructure, aiming to provide diversification beyond the Mag Seven.