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Market Outlooks
Market Week in Review: The U.S.-China trade war escalates. Will business confidence levels take a hit?
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On the latest edition of Market Week in Review, Chief Investment Strategist Erik Ristuben and Research Analyst Brian Yadao discussed the implications for markets after prospects for a U.S.-China trade deal soured.
Market Outlooks
Market Week in Review: Is an end to the China/U.S. trade war possible in the next week?
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In today’s episode of Market Week in Review, Research Analyst Brian Yadao and Senior Investment Strategist Paul Eitelman unpack so much economic data, it’s a wonder we could fit it into a single video.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Advisor
The growth of fee-based advice has led to a more holistic approach of consulting with today’s individual investor. Because of the efficiency and improved outcome of the
approach, holistic offerings as well as the use of goal-focused service is here to stay and the centerpiece that drives the approach is account aggregation.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Investor
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Investors today have very complex financial lives. It is not uncommon for an individual or couple to have bank checking accounts, savings accounts, retirement accounts (401k, 403b, Roth IRA’s), investment accounts, etc., spread across multiple institutions, multiple platforms and multiple advisors. This situation makes securing a comprehensive financial plan difficult.
Market Outlooks
Market Week in Review: What three ingredients are contributing to the current strong global economy?
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In today's episode of Market Week in Review, when Head of AIS Business Solutions Sophie Antal Gilbert was joined by Quantitative Investment Strategist, Dr. Kara Ng, they laid out the three ingredients which are contributing to the current strong global economy.
Business Development
Digital Technology: Friend or foe? Part 1
In short, chances are that your clients and prospects are online. But the question is: Are you? And more importantly, what does your online presence say about you?
Policy and Regulatory Commentary
Washington Update: Congress Takes a Break
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Ah, spring break. It’s not only college students who long for a few lazy days come March and April. Congress adjourned last week and now is in the middle of a two-week “district work period,” which most politicos refer to instead as recess. Unlike the students who flock to Miami, though, lawmakers likely aren’t sitting by the pool or even resting much.
Market Outlooks
Market Week in Review: China beats expectations and Brexit avoids the cliff edge. What does it mean for markets?
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On the latest edition of Market Week in Review, U.S. Institutional Senior Director Rob Cittadini and Senior Investment Strategist Paul Eitelman discuss recent economic data from China, the Brexit deadline extension, and the contrasting impact on global equity and fixed-income markets.
Leveraging Technology & Data
How Artificial Intelligence (AI) Is Changing Advice and Wealth Management
With better data and analytics, emerging solutions may help deliver deeply personalized service that guides customers and advisors toward improved behaviors and outcomes.