You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Advisors across all channels expect tax harvesting to become the most in-demand customization feature in portfolio construction as tax harvesting solutions become more available, according to the September 2025 Advisor Trend Monitor published by FUSE Research Network. “As clients age and wealth disbursement needs to happen, they need to manage their tax positions and the solutions [to do that], ...

Enables Advisors to Meet Growing Demands for Portfolio Customization at Scale BERWYN, Pa. and LAS VEGAS, April 9, 2025 /PRNewswire/ -- Today, Envestnet announced at its Elevate conference in Las Vegas that it has gone live with BlackRock (NYSE: BLK) custom model portfolios for registered investment advisors (RIAs). The new offering provides RIAs with streamlined access to BlackRock's custom model capabilities, managed within a single account and powered by Envestnet's UMA technology. In addition to traditio ...