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Business Development
Financial Knowledge, Investment Advice and Trading Discretion: New Research
Curated content for RIAs.
Head of Defined Contribution and Wealth Advisor Services Matt Sommer helped conduct a survey that explored the relationship between financial knowledge and the decision to seek investment advice and grant trading discretion. The results have significant implications for how financial professionals engage with clients.
Market Outlooks
Student of the Market: May 2022
Stay on top of the changing market environments by learning from their historical parallels.
Policy and Regulatory Commentary
A 21st Century Hamilton?
This piece is approved to use with clients.
In the musical, Hamilton, these words are sung by Thomas Jefferson, who has returned from France and is now taking up the mantle of U.S. Secretary of State.
Market Outlooks
Market Week in Review: What’s driving the volatility in markets?
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
The 2022 Selloff: What, Why, and Where We Stand
This piece is approved to use with clients.
Our principles: stay true to the process; recognize uncertainty for what it is; remain focused on fundamentals; and utilize periods of uncertainty to consider implications for portfolio positioning.
Behavioral Finance
Understanding the Motivations for Personalized Sustainable Investing
Curated content for RIAs.
Approaches that promote a more sustainable society and economy align to a given client’s personal view—and it’s important for an advisor to understand each client’s objectives and preferences.