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Client Experience
Five Things Advisors Can Do to Help Themselves and Clients Manage Through COVID-19
This piece is approved to use with clients.
The widespread closure of social settings and workplaces has created unprecedented business disruption, and for many of us, unfamiliar emotional distress as well. These tips may help you manage during and beyond this uncertain time.
Client Experience
Webinar Replay: Key Messages for Client Review Meetings
In volatile times, client review meetings can be quite unpredictable. Whether your clients are anxious or excited, we provide key behavioral and investment insights that can help frame your client check-ins.
Active/Passive Management
Finishing the task with all our players
In the search for alpha, yield-curve positioning, currency and security selection take center stage.
Active/Passive Management
Our Latest Research On Active Versus Passive Asset Management
As you are likely well aware, the debate regarding active versus passive investing has existed for a while. And recently, headlines seem to increasingly indicate that active investing has run its course – most managers are failing to meet their benchmarks.
Active/Passive Management
Four big trends driving ETF growth
Martin Small discusses the forces that could grow the ETF market to $12 trillion over the next 5 years.
Client Experience
What Money Matters Keep Wealth Creators Up at Night?
Debt, children's education, dream business, vacation home, retirement. Wealth creators know that smart money decisions hinge upon prioritizing financial goals that compete for a finite amount of dollars. Yet, even for HNW primary income earners, it can be challenging to prepare for the future when money is still addressing the past.
Client Experience
The Burdens Executives Feel as Primary Breadwinners
When having it all isn't really enough. Our research dove into the challenges HNW primary breadwinners of both genders face. Learn what feels true for this cohort.
Client Experience
The High Wire Act
Making gender assumptions about your executive male clients may be as risky as making assumptions about their female counterparts. Understanding their responsibilities outside the office can be a key differentiator for you.
Client Experience
3 Things Advisors Should Stop Assuming About HNW Women
Be careful about the assumptions you make about female investors. Pink is a color -- not a service model for HNW primary breadwinner women. Find what our research of these women revealed.