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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
Thought Leadership Report: Enforcement and Litigation Risks
This article provides a high-level overview of how the SEC enforces the federal securities laws and the rules thereunder, and the enforcement and litigation risks presented by the rulemaking package.
Client Relationships
Women and Investing: A look at this powerful and growing financial force
This piece is approved to use with clients.
Trends suggest the differences between how men and women invest can be advantageous. Studies have shown women take fewer investment risks than men and earn 12% higher returns on individual investments.
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?
Portfolio Construction Insights
Optimizing Performance and Mitigating Volatility
In this edition of Envestat, we’re taking another look at the portfolio performance and examining outliers to determine what may be driving either positive performance or underperformance.
Regulatory Education
Envestnet & Eversheds Sutherland Regulatory Education Program - Webinar 1
Watch the webinar replays from Envestnet & Eversheds Sutherland's 3-Part Regulatory Education Program.
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.