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Regulatory Education
William Blair CE Credits - Gain Actionable Insights Today
To learn is to be empowered. We’re excited to offer continuing education (CE)-accredited courses to enhance your knowledge and perspective. Watch our on-demand courses and start earning credit today.
Policy and Regulatory Commentary
2023: 2008 All Over Again?
What Happened to Silicon Valley Bank and Is It 2008 Again?
Client Experience
Client experience for the modern financial professional
Curated content for RIAs.
Practice management expert Lindsay Troxell provides actionable steps to help financial professionals take charge of their client experience, or CX.
Macroeconomic & Geopolitical
Corporate earnings: Growth clouds have arrived
While many macro signals have already triggered current recessionary conditions in some pockets of the economy, the 4Q22 inversion of the 3m10y Treasury yield curve means that investors need to prepare portfolios for the volatile period that is likely ahead.
Macroeconomic & Geopolitical
Quick Thoughts: Is normal really what we want?
This piece is approved to use with clients.
Tighter monetary policy can lead to inverted yield curves, but is a recession inevitable? Thoughts from Head of Franklin Templeton Institute Stephen Dover.
Macroeconomic & Geopolitical
International equities: Poised for recovery
This piece is approved to use with clients.
Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.