report by BlackRock
Results for ""
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.
Behavioral Finance
How Long Can A Good Fund Look Bad?
This piece is approved to use with clients.
It’s only natural for someone invested in a poorly performing active equity mutual fund to wonder if it’s time to make a change. Should an investor sell a fund if it trails its benchmark for a year? Three years? Five years?
Active/Passive Management
Our Latest Research On Active Versus Passive Asset Management
As you are likely well aware, the debate regarding active versus passive investing has existed for a while. And recently, headlines seem to increasingly indicate that active investing has run its course – most managers are failing to meet their benchmarks.
Regulatory Education
Envestnet & Eversheds Sutherland Regulatory Education Program - Webinar 1
Watch the webinar replays from Envestnet & Eversheds Sutherland's 3-Part Regulatory Education Program.
Client Relationships
7 things every advisor should know about the slacker generation
Where am I going to get my next client? It’s a common refrain that echoes in the minds of many advisors. As baby boomers continue to age, many advisors are trying to figure out where to go to find the next generation of growing assets.
Regulatory Education
Thought Leadership Report: The New SEC Standards
This article provides a high-level summary of the rulemaking package and explores its implications for registered investment advisors and dual registrants.
Sustainable Investing
Community Investing: How To Invest In The Underserved
Community investing presents a strong opportunity for direct, meaningful, and measurable impact for an investor – and can often serve as a low-risk, high-impact component of an investment portfolio – delivering social benefit alongside financial return.