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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.
Policy and Regulatory Commentary
Washington Update: In Washington this Fall, Plenty of Whimpers and a Possible Bang
This piece is approved to use with clients.
In The Hollow Men, poet T.S. Eliot famously said the world would end “not with a bang but with a whimper.”
Policy and Regulatory Commentary
Is 'Medicare for All' a panacea?
This piece is approved to use with clients.
Some argue a more moderate, incremental approach to fixing health care is better.
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.
Policy and Regulatory Commentary
Washington Update: On Data Privacy, Look to the States
This piece is approved to use with clients.
As data breaches dominate news cycle after news cycle – at a seemingly exponential rate – have federal policymakers started to pay attention to the issue?
Client Experience
Rethink your assumptions around appetites for risk by gender
Assuming all women are afraid of investment risk can put opportunities at risk. Our survey of executive investors revealed that HNW breadwinner women are far less conservative than their male counterparts. Learn more.
Policy and Regulatory Commentary
Washington Update: The Impact of Labeling China a Currency Manipulator
This piece is approved to use with clients.
While many Americans have been Googling the term “currency manipulation” over the last two days, one White House adviser has been enjoying the spoils of victory after a nearly decade-long policy fight.
Client Experience
Planning for Inclusion
Clients appreciate advisors who recognize that not everyone has the same needs and preferences. Be an inclusive host by finding out what it takes to make guests comfortable. They will be delighted and come to trust that you have their best interests at heart.