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Investing Ideas
Deep Dive: Investing in Today’s Markets Without a Crystal Ball
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Rob Balkema a Senior Portfolio Manager for Multi-Asset Solutions at Russell Investments, as they explore some approaches for investing in uncertain markets.
Leveraging Technology & Data
Changes Ahead: How Technology Integration Can Scale Your Business
Advisory firms who leverage advanced tech integration, have a bigger book-of-business, generate more financial plans, and have more time to spend with clients. John Yackel of Envestnet and Michael Wilson of First Citizen Bank sit down to discuss.
Leveraging Technology & Data
How to Use Big Data to Your Advantage
Data aggregation and analytics are top of mind for advisers, but how can they help your clients? Anil Arora of Envestnet Yodlee offers some strategies.