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Leveraging Technology & Data
Accelerating the WealthTech Transformation
An Envestnet report illuminating opportunities ahead. 5 key themes for 2021 and beyond.
Market Outlooks
AAM Viewpoints: The great transitory debate. Breaking down the latest inflation numbers.
This piece is approved to use with clients.
Through the first half of 2021, fixed-income investors have been faced with their greatest fear: inflation.
Market Outlooks
AAM Viewpoints: Welcome to the "Rorschach Market"
This piece is approved to use with clients.
The Rorschach inkblot test was created in 1921 to analyze how individuals who view the exact same picture perceive and interpret external reality.
Leveraging Technology & Data
Joel Bruckenstein and Bob Veres: From WealthTech’s effect on Advice to Survival of the “Most Authentic”
In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes and more.
Market Outlooks
AAM Viewpoints – Inflation is a boon for value equities
This piece is approved to use with clients.
Generally, when inflations expectations are rising, we see value stocks favored more than growth stocks.