Envestnet | Tamarac

Unlock the mindset of champions at #ENVElevate with renowned leadership and performance coach Allistair McCaw! Drawing from his experience working with elite athletes, top executives, and world-class organizations, advisors will walk away with practical strategies to enhance team culture, mental toughness, and personal excellence that can drive sustained success in their practice. Are you leading a financial practice, managing a team, or striving for peak performance in your career? Register today: https://bit.ly/4bL3pfL

Don’t miss your chance to hear from internationally recognized customer experience specialist Dennis Moseley-Williams at #ENVElevate. Offering great service is no longer enough — you need to create a memorable client experience. Dennis will provide advisors with the strategies they need to help forge more meaningful connections with clients. Discover the power of delivering a transformative client experience to help you stand out and walk away with a fresh perspective and the tools to create trust, loyalty, and long-term engagement from your clients. https://bit.ly/4iJE34b

Every enhancement we make is designed to maximize your effectiveness as an advisor. https://lnkd.in/dviPpBNW By efficiently managing your practice, improving client service, and streamlining your workload, our objective is to help your firm grow in today's competitive environment. Find out more in our blog.

We are thrilled to announce that #ENVElevate will kick off with Envestnet’s new CEO Chris Todd in a must-attend keynote discussion with renowned journalist Katty Kay. In an exclusive interview with U.S. special correspondent for BBC Studios, Katty will delve into Chris’ personal journey, what inspired him to take the helm at Envestnet, and how he envisions the company's role in shaping the future of financial technology. Whether you're an advisor, asset manager, or home office executive, this session will offer Chris’ insights into: ? Envestnet’s competitive strengths & untapped opportunities ? Navigating an industry in rapid transformation ? The strategic vision defining Envestnet’s next era Join us for a conversation that will shape the future of wealth management! You won’t want to miss this one! https://bit.ly/43VdwMW

Ready to elevate your client service? https://bit.ly/3RetHgN Join us to explore how Envestnet | Tamarac and Envestnet | MoneyGuide work together to deliver a seamless, integrated financial planning experience. We'll help you learn how to empower clients as we showcase: ? An in-depth look at this powerful combination ? Our latest enhancements ? A preview of our new Client Portal that brings all your clients' financial data into one unified view

What do RIAs need to go ALL IN? #ENVElevate is where actionable breakouts, incredible keynotes, and unrivaled networking opportunities converge. You're not going to want to miss sessions designed to help RIAs grow, optimize their practices, and even become an expert in your RIA tech stack. Still not convinced? Check out our blog to see if you are ready to go ALL IN! https://bit.ly/4kQPDfq

Last year was groundbreaking for exchange-traded funds (ETFs), and the space is rapidly evolving. Here’s a breakdown of some key moments and trends and a look ahead at what’s next! ?? Record-Breaking ETF Flows U.S.-listed ETFs saw net inflows surpass $1 trillion. Vanguard S&P 500 ETF (VOO) led the way, receiving a staggering $113 billion in inflows — the first ETF to exceed $100 billion in a single year. As of 2024, total U.S. ETF assets surpassed $10 trillion, and global ETF assets hit $15 trillion, with projections pointing to $35 trillion by 2035. ?? Bitcoin & Crypto ETFs 2024 was the year that Bitcoin and Crypto ETFs went mainstream. In addition to crypto, we saw increased interest in other specialized ETFs, such as: ? High-income ETFs (which use options to generate higher income) ? Buffer ETFs (offering downside protection with limited upside) ? Single-stock ETFs (which magnify the daily performance of individual stocks) ?? What’s Next? We expect the active ETF space will experience increased competition and growth as more traditional active management strategies enter. But, as the last few years have proven, ETF growth is not slowing down, and the success from 2024 has pushed the bar further ahead. Explore more: https://bit.ly/3F9seWn.

Our quarterly series — designed specifically for leaders in the RIA space — is back! https://lnkd.in/dNzw8F76 In today's dynamic financial landscape, adapting to your clients' evolving goals is crucial. Join us as we explore the RIA Marketplace, a powerful tool designed to help expand your investment capabilities through access to third-party money managers. In the 1-hour deep dive, you can expect: ?? Insightful discussions on the strategic benefits of outsourcing portfolio management ?? Practical tips for overcoming challenges and how to integrate solutions into your practice ?? A live Q&A with industry leaders, offering real-time answers to your questions

Join us for an exclusive session to explore the Tamarac Report Builder — a game-changing tool that gives you ultimate flexibility, seamless data integration, and intuitive customization for your reports. https://bit.ly/41e3q6X Get an exclusive preview of the beta version, combining holdings and performance data into one powerful table. Don't miss out!

Level up your practice with a series of solutions at #ENVElevate. From trading and reporting how-tos, to platform enhancements and a look at our roadmap, we're covering everything you need to make the most of our platform so you can focus on your clients. Swipe through and see what you can expect. https://lnkd.in/edCVV6n7