It’s been two and a half years since Envestnet acquired the financial planning platform MoneyGuide; soon after, the global pandemic hit, sending many advisors scrambling to refine, or in many cases create for the first time, financial plans for their clients.  The pandemic prompted a dramatic and quantifiable spike in the use of the MoneyGuide … Continue reading Envestnet MoneyGuide’s Tony Leal on the Past, Present and Future of Financial Planning →