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Leveraging Technology & Data
Drew Propson: Head of Technology and Innovation in Financial Services at the World Economic Forum
In this episode, Drew provides her global perspective on how technology is shaping the future of wealth management, which tech driven solutions have been overhyped, and which are underrated!
Market Outlooks
AAM Viewpoints – Oscillations in the trendline
This piece is approved to use with clients.
In the past, when a change of leadership occurred the previously dominant form of investing was always touted as just taking a respite from a continuation.
Market Outlooks
AAM Viewpoints – 2021 mid-year fixed income review
This piece is approved to use with clients.
As the 2nd quarter (Q2) of 2021 came to an end, it’s estimated that 54% of Americans had at least one COVID-19 vaccine dose and we witnessed a robust economic reopening and higher inflation.
Client Relationships
Carl Richards: Defining Advice, Defending “the PLAN” , Imposter Syndrome and everything in between!
In this episode, the NYT’s “Sketch Guy “ shares his best advice for those providing advice, why our industry needs to stop selling certainty, how to reposition financial advice to your current and future clients and where creative thinking fits into an advisor’s workflow.
Market Outlooks
AAM Viewpoints: What the fed’s rate liftoff could mean for stocks
This piece is approved to use with clients.
The June 16 Federal Open Market Committee forecast showed the majority of policy makers expected it would be appropriate to begin raising the central bank’s benchmark federal funds rate from its current near-zero level sometime in 2023 and the majority of them believe the central bank will hike at least twice that year.