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Regulatory Education
Thought Leadership Report: Enforcement and Litigation Risks
This article provides a high-level overview of how the SEC enforces the federal securities laws and the rules thereunder, and the enforcement and litigation risks presented by the rulemaking package.
Regulatory Education
Thought Leadership Report: The New SEC Standards
This article provides a high-level summary of the rulemaking package and explores its implications for registered investment advisors and dual registrants.
Investing Ideas
State of the RIA Market: Special Focus on the Investor/Advisor Relationship and Advisor Technology Stack
As a valued Envestnet Institute user, we are delighted to share with you our latest report on the State of the RIA Market.
Business Development
Prepare Your Practice for the Power of Women
This advisor presentation will help you learn more about the financial power women are wielding today—and how their power is expected to grow in the future. As women gain more financial responsibility, your practice needs to be ready to serve their needs. Explore new ways to position your practice for this future growth opportunity.
Investing Ideas
Strategas Insight: Handicapping the Outlook for US-Sino Trade Negotiations
Market pundits have doubted this bull market every step of the way. Each pullback put into evidence that the cycle had reached its endgame; each recovery off the lows furthered the disequilibrium caused by monetary malfeasance. And yet, not more than two weeks ago the market stood as high as it ever has.
Alternative Investments
The Case for Liquid Alternatives, Especially Now
This piece is approved to use with clients.
While we have long advocated that alternatives should be a core allocation within any diversified portfolio, we believe that in this environment they will be even more helpful to investors.
Investing Ideas
Strategas Insight: Give a little, get a little
Read the full commentary for insight on earnings, data, macro, and other key factors affecting the US economy in the near term.
Investing Ideas
Strategas Insight: Thoughts on the Current Market
As 2018 comes to a close and we move into the new year, the stock market has hit some turbulence just as clients are receiving annual account statements and paying more attention to their financial health. How should advisors respond to their clients’ concerns? We feel it comes down to a few fundamental questions.
Business Development
Integrating Social Media Into Your Digital Marketing Strategy
Learn how you can fit social into your marketing plan and use it effectively.