Scott Martin

We spent a lot of time talking to industry leaders at Envestnet's Elevate conference last week. Here are a few of the biggest announcements. More to come.

The financial landscape is on the brink of a seismic shift as trillions of dollars in wealth are set to transfer from the Baby Boomer generation to their heirs. This phenomenon, known as the Great Wealth Transfer or Great Opportunity Transfer, according to Michael Kim, AssetMark CEO, presents a once-in-a-lifetime opportunity for financial institutions, particularly bank trust departments, to reinforce their value proposition and build relationships with the next generation of wealth holders.

The new Advisor-Friendly Trust Companies list is out and available HERE. Have you downloaded it yet? The clock is ticking.

The logic behind our next webinar, sponsored by Origin Investments, is as easy as it is compelling.

 Your best clients have twice as much wealth in real estate than the stock market. That's a lot of dollars that you need to manage the rest of the portfolio around . . . but unless you're a property manager, there's no fee component.

We just published the new edition of our Direct Indexing Buyers Guide, packed with fresh tips and information on how your fellow advisors are deploying this wealth management approach in their client portfolios, along with all the platforms that, in my humble opinion, you need on your radar.