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Leveraging Technology & Data
Tech in Business
98% of advisors say that technology impacts their decision to join a new firm, with 70% saying it ‘significantly impacts’ that choice.
Client Experience
Enhance Client Relationships with Tech
The end of the year is an ideal time to check in with clients to gauge their financial and emotional wellbeing. Especially in the current environment, your clients may want reassurance that they’ll be okay.
Client Relationships
Help Your Clients Understand the Markets and Their Portfolios
While the markets have seemingly recovered from the early impact of COVID-19, the past few months have been a reminder that unpredictability is a part of investing, and downturns are inevitable.
Policy and Regulatory Commentary
“It Is Over”
In a blog post last September discussing the Electoral College, we reminded readers that, when election results are read aloud during a joint session of Congress, lawmakers are able to “object to the returns from any individual state as they are announced.”
Policy and Regulatory Commentary
Out With The Old Congress, In with the New
Having potentially overridden President Donald Trump’s veto of the National Defense Authorization Act (the House did so last night; the Senate is likely to follow suit in the days ahead), and with President Trump signing the COVID relief and omnibus spending bill into law on Sunday evening – five days after releasing a video in which he threatened to pocket veto the bill – the 116th Congress is now almost officially in the books.
Policy and Regulatory Commentary
Working on “Political Time”
As all of Washington – and, in fact, the United States – awaits news from the Capitol confirming that leaders in Congress have formally reached an agreement on another COVID relief bill, an infuriating truth is once again resurfaced.
Policy and Regulatory Commentary
A Team of Rivals? No
“To me it appears evident that an executive ministry composed of men with the qualifications I have described would speedily restore the credit of government abroad and at home, would induce our allies to greater exertions in our behalf, would inspire confidence in monied men in Europe as well as in America to lend us ⟨those⟩ sums of which it may be demonstrated we ⟨stand⟩ in need from the disproportion of our national wealth to the expenses of the War.”