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Policy and Regulatory Commentary
Washington Update: Washington Isn’t Prepared for a Recession
This piece is approved to use with clients.
The Business Roundtable announced this week that, in its latest reading, the organization’s CEO Economic Outlook Index had its biggest quarterly decline in seven years. Business Roundtable President and CEO Joshua Bolton said, “American businesses now have their foot poised above the brake, and they're tapping the brake periodically.”
Regulatory Education
Thought Leadership Report: The New SEC Standards
This article provides a high-level summary of the rulemaking package and explores its implications for registered investment advisors and dual registrants.
Policy and Regulatory Commentary
Washington Update: What Could A Federal Data Privacy Bill Look Like?
This piece is approved to use with clients.
About a month ago, we advised readers that they should look to the states, rather than Congress, to see substantial progress on data privacy legislation over the next few months.
Client Experience
What Money Matters Keep Wealth Creators Up at Night?
Debt, children's education, dream business, vacation home, retirement. Wealth creators know that smart money decisions hinge upon prioritizing financial goals that compete for a finite amount of dollars. Yet, even for HNW primary income earners, it can be challenging to prepare for the future when money is still addressing the past.
Policy and Regulatory Commentary
Washington Update: What to Expect from Washington this Fall
This piece is approved to use with clients.
Congress returns to Washington next week following an eventful August recess. The country endured growing trade tensions with China, a trio of tragic mass shootings in Texas and California and a catastrophic hurricane, which has wreaked havoc in the Bahamas and now threatens Florida, Georgia and the Carolinas.
Client Experience
The Burdens Executives Feel as Primary Breadwinners
When having it all isn't really enough. Our research dove into the challenges HNW primary breadwinners of both genders face. Learn what feels true for this cohort.
Client Experience
The High Wire Act
Making gender assumptions about your executive male clients may be as risky as making assumptions about their female counterparts. Understanding their responsibilities outside the office can be a key differentiator for you.
Policy and Regulatory Commentary
Washington Update: In Washington this Fall, Plenty of Whimpers and a Possible Bang
This piece is approved to use with clients.
In The Hollow Men, poet T.S. Eliot famously said the world would end “not with a bang but with a whimper.”
Client Experience
3 Things Advisors Should Stop Assuming About HNW Women
Be careful about the assumptions you make about female investors. Pink is a color -- not a service model for HNW primary breadwinner women. Find what our research of these women revealed.