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Client Relationships
Why Sick Days Matter
This piece is approved to use with clients.
Working through illness has become increasingly common in our industry, especially with the advent of remote work. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, discusses why financial professionals tend to avoid taking sick days and how we can begin to reverse the trend.
Advisor Value & Fees
The Value of Financial Advice in Turbulent Times
Curated content for RIAs.
Head of Defined Contribution and Wealth Advisor Services Matt Sommer discusses how financial professionals can be instrumental in boosting clients’ investing confidence and helping them stay focused on long-term goals – even in the most challenging market environments.
Market Outlooks
Taking the Long View on Market Volatility: A Global Equities Conversation
This piece is approved to use with clients.
Structural shifts in the global economy and market dynamics continue to drive volatility in equities: what should smart investors be doing right now?
Market Outlooks
Weekly RIA Pulse Report - Week of June 13, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Market Outlooks
Before and After: How Ukraine Changed Our Outlook
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Just when we thought the world economy was regaining its footing, a military conflict in Europe has led us to reconsider our outlook for growth and inflation.
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
Revisiting U.S. Growth in a Challenging Environment
This piece is approved to use with clients.
Portfolio Managers Doug Rao and Brian Demain discuss the changing market environment for growth equities ‒ from the Russia/Ukraine conflict to repercussions developing from the COVID policy response.