In spite of the pandemic—or perhaps because of it—a recent study showed that client retention is at an all-time high for financial professionals. However, as the environment normalizes, it’s important for financial advisors to be ever mindful of how quickly sentiment can change. Clients always have a choice when it comes to whom they work with.
"As part of Envestnet's suite of wealth solutions exchanges, Trucendent enables trust services, facilitating discussions about how to secure a family's financial future with the assistance of trusted fiduciaries. Trucendent and NetLaw are empowering advisors to deliver the Intelligent Financial Life™.
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The new firms are adding several distinctive, limited distribution strategies, including Baillie Gifford's International Alpha ADR and Carrick Lane's Put Writing strategies. Tom Johnson Investment Management is offering a comprehensive suite of fixed income solutions, while industry heavyweight MFS Investment Management is delivering a mix of six strategies focused on both domestic and international markets.
Goalsetter, an award-winning family financial education-focused spending and savings platform, is partnering with Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, to provide financial advisors with the tools their clients need to help them reach their long-term goals for building generational wealth.
While each comes with pros and cons, one fact remains: Removing complexity across your investment management process is critical to optimizing efficiencies, growth, and client outcomes.
"We are thrilled that this partnership allows wealth managers access to digital asset solutions crafted using Global X's thought leadership in the disruptive technology space combined with Eaglebrook's premier platform."
