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Leveraging Technology & Data
Ron Carson: Why the RIA GIANT is placing his bets on Data, AI and AQ
Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future.
Macroeconomic & Geopolitical
Redistricting and Retirements Will Send Shockwaves Through Washington
A few weeks ago, we discussed how several upcoming special elections will soon impact the margin of power Democrats currently hold in the U.S. House of Representatives.
Business Development
Making the Transition from Managing Assets to Managing Wealth: An Advisor's Checklist
This piece is approved to use with clients.
A brief checklist of considerations for adding managed portfolios to your practice.
Sustainable Investing
Demonstrating a Commitment to Sustainable Investing
This piece is approved to use with clients.
It's vital for financial advisors to be able to understand which values are important to their clients. Paul Arnold, Portfolio Manager, and Dan Kemp, Chief Investment Officer, EMEA, discuss how advisors can better understand why ESG is important to a client–whether it’s the expression of one’s values or something else.
Macroeconomic & Geopolitical
The Coming Infrastructure Package Could Have Significant Tax Implications
President Joe Biden has made it clear his next priority, after signing a $1.9 trillion COVID-19 relief bill into law last week, is a massive infrastructure package.
Sustainable Investing
Does ‘ESG’ Mean the Same Thing to You and Your Client?
This piece is approved to use with clients.
It's vital for financial advisors to be able to understand which values are important to each client, and to be able to meet each client's need with a portfolio that addresses their values.