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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.
Client Relationships
The Generations Project: Strengthening Conversations
Our survey demonstrates the importance of having clear conversations with clients about goals for their finances and their families and thereby realizing Greater Possibilities Together.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline as markets assess political discord
This piece is approved to use with clients.
U.S. Treasury yields fell slightly last week, led by 2-year maturities. Political concerns weighed on market sentiment, and escalating U.S./ China trade tensions and weakening consumer confidence data added to investor concerns.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline, but stop short of a broader risk-off move
This piece is approved to use with clients.
U.S. Treasury yields dropped significantly last week, led by longer maturities. As expected, the Federal Reserve (Fed) cut rates, although future guidance regarding policy was unclear.
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.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise on improving trade, shifting Fed outlook
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U.S. Treasury yields rose dramatically last week, led by longer maturities. Several maturity ranges experienced their largest weekly increase since late 2016. Investor sentiment was bolstered by an improving outlook for U.S./China trade and near certain expectations for another Federal Reserve (Fed) rate cut this week.
Fixed Income Insights
Weekly Fixed Income Commentary: Positive investor sentiment buoys yields
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U.S. Treasury yields rose last week as investor sentiment improved, led by longer maturities. After a soft start due to weak U.S. manufacturing data and geopolitical concerns, market sentiment was boosted by improved prospects for Brexit and a sense of easing tensions in Hong Kong and U.S./China trade talks.
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.
Goals/Needs-Based Investing
A Close Look At the Value of your Financial Advisor
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Envestnet outlines three key reasons why investors who work with professional financial advisors can increase the probability of achieving their goals more than do-it-yourself investors.