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Human Capital
The Culture of Diversity – It’s a Better One According to Advisors
This piece is approved to use with clients.
Financial advising may have a diversity problem. In fact, with reportedly 81% of the financial advisors being white, advising may be one of the least diverse professions in the United States. It should be no surprise then that, according to the Knight Foundation research, only 1.3% of assets are managed by women or minority-owned firms as of 2019.
Client Experience
The Search for an Advisor Like Me
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Analysts have been investigating the business case for diversity across industries for years and it has grown stronger. The Wall Street Journal’s research suggests that diverse and inclusive cultures may provide “companies with a competitive edge over their peers.” Companies participating in the study credited maintaining diversity with a range of benefits, including talent retention and better innovation and product development.
Human Capital
The Inherent Value of Diversity
This piece is approved to use with clients.
The client of the future doesn’t look, or act, like the client of the past, or in many aspects, the client of today. As people of all identities -- race, ethnicity, gender, sexual orientations, family status, and more -- overcome historical barriers to access economic opportunities, financial advisors aiming to stay competitive may want to find ways to help a broader range of clients build wealth.
Client Experience
Advisory Firm Back to Office Checklist
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As states begin to lift their stay-at-home orders many advisors are looking forward to getting their teams back into the office. This checklist will help you get organized.
Client Experience
Back to Work Considerations for Advisory Firms
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As states begin to lift restrictions surrounding COVID-19, advisory firms are faced with a daunting question – what does the return to work look like? Now that we’ve mastered the art of working from home, how do we approach the next major hurdle of going back? While the future remains uncertain, it’s important to begin these discussions and start putting an office resiliency plan in place.
Client Experience
How to Serve the "Expert" Client
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In a recent FlexShares ETFs survey, the majority of HNW primary breadwinners rated themselves a perfect 10 out of 10 when it came to their investment knowledge. With the markets still uncertain, this article offers ways for advisors to add value to these confident clients
Client Experience
Clients don’t want another email. They want to hear your voice.
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Have you been proactively asking your clients how they are doing personally? Ongoing proactive communication has never been more important.
Client Experience
Five Things Advisors Can Do to Help Themselves and Clients Manage Through COVID-19
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The widespread closure of social settings and workplaces has created unprecedented business disruption, and for many of us, unfamiliar emotional distress as well. These tips may help you manage during and beyond this uncertain time.
Regulatory Education
Envestnet & Eversheds Sutherland Regulatory Education Program - Webinar 3
Envestnet is excited to announce our partnership with Eversheds Sutherland. As a global top 15 law practice, Eversheds Sutherland provides the legal advice and strategic alignment that clients need from their advisors for the best outcomes. The new SEC advice standards for broker-dealers and registered investment advisors are here, and we are dedicated to helping you prepare for the compliance impact.
Regulatory Education
Envestnet & Eversheds Sutherland Regulatory Education Program - Webinar 2
Envestnet is excited to announce our partnership with Eversheds Sutherland. As a global top 15 law practice, Eversheds Sutherland provides the legal advice and strategic alignment that clients need from their advisors for the best outcomes.