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Human Capital
Millennials are not loyal: Moving beyond the stereotypes
While millennials may not be loyal to their employers they are loyal to their work. Learn how to understand how to engage and retain these talented employees
Human Capital
Millennials are lazy: Moving beyond the stereotypes
Millennials were faced with post-secondary tuition rates that skyrocketed, but committed themselves to hard work and invested in their future with record levels of student debt. What is their reward for becoming the most educated generation?
Human Capital
Millennials are entitled: Moving beyond the stereotypes
Millennials tend to hold higher expectations about the opportunities for which they qualify than their predecessors held. They are not on a quest for handouts; instead, they tend to follow the principle of “risk and reward."
Human Capital
Myths about Millennials That Are Impacting Your Advisory Businesses: Series Introduction
We know the advisor pool is shrinking and demographics are changing. What can advisors do today to attract -- and retain -- younger employees and clients.
Human Capital
Managing NextGen Financial Professionals
In this paper we seek to acknowledge the truths and dispel the myths around the stereotypes attached to Millennials. By understanding the drivers of Millennials’ preferred work styles and expectations, we believe advisors will be better equipped to manage them.
Goals/Needs-Based Investing
A Close Look At the Value of your Financial Advisor
This piece is approved to use with clients.
Envestnet outlines three key reasons why investors who work with professional financial advisors can increase the probability of achieving their goals more than do-it-yourself investors.
Behavioral Finance
Keeping Emotions in Check – A Historical Guide to Market Volatility
This piece is approved to use with clients.
One of the biggest challenges in investing is to stay focused and on course. Investors must look at the markets from a historical perspective for broader context, and to better understand why it is important to stay the course during both calm and perilous markets.
Sustainable Investing
Jim Patrick on the Future of Impact
Jim Patrick provides his insights on the future of impact investing at the Envestnet Advisor Summit.
Sustainable Investing
Societal Impact vs. Financial Return: A Case of “Either/Or” No More
Many investors who find impact investing potentially appealing have at the same time struggled with a notion that investing for the “greater good” will always be “concessionary,” that is, accompanied by some loss of financial performance.
Goals/Needs-Based Investing
4 Stages of the Lifecycle of Advice
While anticipating what the future of financial advising might look like can be helpful, it’s more important to be part of the catalyst driving the change by leveraging advanced technology to offer smarter, quicker, more tailored advice.