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In today's rapidly evolving wealth management landscape, Bill Crager's perspective on adaptability, resilience, and holistic financial advice couldn't be more relevant. Watch "Powerhouse Perspectives: Envestnet’s CEO Bill Crager" as Bill and Greg Bartalos cover topics including: Investment in Technology: Envestnet's journey began 24 years ago with a vision to empower independent financial advisors through technology. Today, they oversee approximately $5.5 trillion in assets, revolutionizing the industry. Holistic Financial Advice: Envestnet's commitment to holistic financial advice involves seamlessly connecting technology with asset allocation, financial planning, administration, and regulatory compliance. It's about looking at the bigger picture. Changing Landscape: The wealth management arena is in constant flux, with technology, data, and AI driving change. Advisors must embrace innovation to stay competitive. Resilience: Resilience is a cornerstone of success in finance. Believing in the value of guiding clients toward financial coherence and connection fuels the journey. Diversification: With market concentration in tech-oriented sectors, advisors should be prepared for broader market transitions when the time is right. Fed Policy Impact: Keep an eye on Federal Reserve policies as they could significantly influence asset flows in the future. Wealth Management Opportunities: Bill highlighted the wealth management industry's immense opportunities for individuals of diverse backgrounds. Education is key in paving the way for future talent. Diversity and Inclusion: Envestnet's strong commitment to diversity and inclusion shines through its educational programs, helping young individuals from diverse backgrounds consider careers in financial services. Join the discussion and watch the session here: https://lnkd.in/diswkNWm

Powerhouse Perspectives: Envestnet’s CEO Bill Crager

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