Envestnet | MoneyGuide

We're excited to announce that registration for Envestnet Elevate 2025 is now live! Join us in Las Vegas for our annual flagship event, offering an unparalleled experience for advisors, RIAs, enterprises, and fintech professionals. https://lnkd.in/e_T4X7B6 This year, we're all in — dedicated to supporting advisors and their clients through technology, solutions, and partnership. We invite you to ask: What do you need to go all in? At #ENVElevate, we'll provide the discussions, thought leadership, and connections to help you identify the strategies and tools you need to optimize your business and client relationships. Don't miss this opportunity to elevate your practice to the next level!

Join us for a deep dive into how a Charitable Remainder Trust operates and the potential results it will have on a client's financial strategy. We'll discuss how it functions, who might be a viable candidate, and its influence on the client's income, Federal taxes, and estate planning. https://bit.ly/4kVlnAj

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/4ir9Dns

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/4kEgmvN

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/43RsIdU

Are you ready to take your client service to the next level? Join us as we take a look into how Envestnet | Tamarac and Envestnet | MoneyGuide come together to provide clients with a seamless and integrated financial planning experience. https://bit.ly/43QKNZw You can expect: ? A deep dive into this combination ? Highlights of our latest enhancements ? A sneak peek at our new Client Portal that aggregates your clients’ finances into one holistic view

When it comes to big goals like retirement, education, or home improvement projects, you are probably looking for ways to help clients maximize their savings and minimize taxes. Paying taxes on distributions may be your first thought, but cash value life insurance could be another option, helping to significantly reduce or even eliminate taxes. Join us, along with Lincoln Financial, as we explore the unique tax benefits of cash value life insurance and how it can play a pivotal role in your clients’ financial strategies. Don’t miss out! https://bit.ly/4hko1MN

Mission Accomplished at #T32025! The need for speed in financial planning is real, and we're delivering. We unveiled our latest tech enhancements to help advisors accelerate their workflow, optimize planning, and stay ahead of the competition. Here's a look at what's cleared for takeoff: ?? Wealth Studios Platform: Updates include new scenario-building and comparison tools that empower advisors to create more personalized plans ?? Tax Planning Module: Advisors can share tax-efficient distribution strategies with clients and explore potential savings with more detail ?? Draft Plan: Designed to help scale financial planning. Vintage strengthens client-advisor connections through self-assessment, while Draft Plan generates default plans for large groups automatically With these upgrades, we're ready to launch advisors into the next era of wealth management. *As a marketer writing this, this perfectly captures the relationship between marketing and sales — I'll let you guess who's Maverick and who's Goose. ??

At #T32025, we took flight with our enhanced technology roadmap, giving advisors the tools to work faster and more efficiently with their clients. When speed is the mission, you need the right co-pilot like MoneyGuide. Check out some of the latest features ??

It's easy to assume that celebrities have flawless estate plans, but many high-profile figures made costly mistakes that impacted their legacies. It's not uncommon with a study by CEG Insights (Formerly Spectrem Group) showing that 85.7% of affluent investors saw a need for estate planning, but only 40.2% felt this need was being fulfilled. After some celebrities, including Prince, Aretha Franklin, Princess Diana, and Whitney Houston passed, there were challenges due to poorly drafted (or missing) wills, long legal battles, and unaddressed changes in life circumstances. These cases highlight the importance of estate planning for everyone. While financial advisors can't provide legal advice, they can be key in guiding clients to secure their legacies. With Envestnet Analytics and tools like Envestnet | MoneyGuide, advisors can help clients establish clear, personalized estate plans — and update them regularly to avoid disputes and tax implications. How You Can Help 1?? Educate clients on the importance of creating and updating their estate plans. 2?? Collaborate with estate planning attorneys to ensure the plan is comprehensive. 3?? Conduct regular reviews to adapt to life changes. 4?? Utilize Wealth Studios to explore what-if scenarios and optimize wealth transfer strategies. Keep reading to learn how to avoid costly mistakes and protect what matters most — your clients' legacies. https://bit.ly/41pp0W7