iCapital, Envestnet Expand UMA Access for Alternatives, Structured Products

Published on April 15, 2026

Envestnet advisors can now integrate iCapital’s alternative investments into UMA portfolios, streamlining access to private market solutions.

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Tax Loss Harvesting in Volatile Equity Markets: Q1 2026

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In a year that started with volatility, direct indexing had ample opportunity to take advantage of loss harvesting opportunities.

Reading the Yield Curve

April 15, 2026
Yield curves exist for many products and can be interrelated, yet they also carry distinctive characteristics. Normally, long-term rates are higher than short-term rates because investors demand a higher return for lending money over longer periods. This arrangement would create an upward-sloping curve much like the Treasury curves displayed to the right.