Changes Ahead

How technology integration can improve your bottom line and scale your business

February 28, 2018 | Runtime: 6:23

Advisory firms who leverage advanced tech integration, have a bigger book-of-business, generate more financial plans, and have more time to spend with clients. John Yackel of Envestnet and Michael Wilson of First Citizen Bank sit down to discuss.

Is the Trump presidency good or bad for investors?

February 06, 2018 | Runtime: 5:23

Has 45 had an effect psychologically or otherwise on how investors approach the market? Tim Clift of Envestnet PMC offers his perspective.

Do your clients value financial planning over investment performance?

January 23, 2018 | Runtime: 5:56

In today’s digital world, investment performance can take a back seat to how you engage with your clients. In this episode of Changes Ahead, we take a closer look at what it takes to be an essential adviser.

The power of data

January 09, 2018 | Runtime: 6:38

Your clients have financial news and data at their fingertips, but don’t know how to interpret it. Katy Gibson of Envestnet|Yodlee and Blake Kannady of Envestnet discuss the power of leveraging aggregated data.

 
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