report by BlackRock
Results for ""
Client Relationships
Why Sick Days Matter
This piece is approved to use with clients.
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.
Advisor Value & Fees
The Value of Financial Advice in Turbulent Times
Curated content for RIAs.
Head of Defined Contribution and Wealth Advisor Services Matt Sommer discusses how financial professionals can be instrumental in boosting clients’ investing confidence and helping them stay focused on long-term goals – even in the most challenging market environments.
Investing Ideas
A Guide to Investing in a Time of COVID-19…and Beyond
This piece is approved to use with clients.
It looks like investing is about to get a lot harder, with thinner return streams and potential pitfalls from ill-timed market sell-offs dominating the post-COVID-19 landscape.
Investing Ideas
AB Disruptor Series - Q1: Inflation
This piece is approved to use with clients.
We tackle inflation in the first of the Disruptor Series by AllianceBernstein.
Business Development
Financial Knowledge, Investment Advice and Trading Discretion: New Research
Curated content for RIAs.
Head of Defined Contribution and Wealth Advisor Services Matt Sommer helped conduct a survey that explored the relationship between financial knowledge and the decision to seek investment advice and grant trading discretion. The results have significant implications for how financial professionals engage with clients.
Human Capital
Turning Stress Awareness into Action
This piece is approved to use with clients.
Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, explains how recognizing and managing our short-term reactions to stress can help prevent its harmful long-term impacts on our health and well-being.
Regulatory Education
Presentation: Top DC Trends and Developments 4Q21
This piece is approved to use with clients.
Recap of 4Q21 highlights, insights about the plan participant retirement readiness, a summary of new and pending legislation, news from the DOL and other regulatory bodies, updates on ERISA cases and a brief synopsis of global retirement issues.