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Client Experience
CONNECT WITH YOUR CLIENTS
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Access our online library of goals-based educational materials for more productive client conversations.
Policy and Regulatory Commentary
With Less Than 10 Weeks Until Election Day, Are Democrats Really Surging?
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Are Democrats really headed into this fall’s election in a stronger place than they were three months ago? And how do today’s polls compare to surveys at the same time four years ago when a first term Republican president faced his first midterm election cycle? Let’s take a look.
Client Relationships
Why Sick Days Matter
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Working through illness has become increasingly common in our industry, especially with the advent of remote work. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, discusses why financial professionals tend to avoid taking sick days and how we can begin to reverse the trend.
Policy and Regulatory Commentary
Redistricting Fights Won't End this November
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Following yesterday’s primaries in New York and Florida, only a handful of U.S. states still have not yet held their primary elections, which means that voters in most states now have a very good idea who will be on their general election ballots this November.
Fixed Income Insights
Global Perspectives: Mortgage-Backed Securities – Has the Baby Gone Out with the Bathwater?
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In the latest episode of our Global Perspectives podcast series, Portfolio Manager Nick Childs and Securitized Products Analyst Tom Polus discuss the reasons why they believe mortgage-backed securities have been sold off disproportionately, and if that might be a good thing going forward.
Policy and Regulatory Commentary
Looking at the Midterm Polls as D.C. Rolls into August
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With less than 100 days remaining until Election Day, most will spend this month intensely focused on courting voters at county fairs, hometown Labor Day parades, and other events.