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Client Relationships
Sample Client Review Meeting Letter
Access a sample client review meeting letter!
Client Experience
How to Serve the "Expert" Client
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In a recent FlexShares ETFs survey, the majority of HNW primary breadwinners rated themselves a perfect 10 out of 10 when it came to their investment knowledge. With the markets still uncertain, this article offers ways for advisors to add value to these confident clients
Client Experience
Clients don’t want another email. They want to hear your voice.
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Have you been proactively asking your clients how they are doing personally? Ongoing proactive communication has never been more important.
Policy and Regulatory Commentary
Business Liability Protection: The Red Line for the Next COVID-19 Relief Package
“We have to get our country open,” President Donald Trump said on Tuesday.
Client Experience
Five Things Advisors Can Do to Help Themselves and Clients Manage Through COVID-19
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The widespread closure of social settings and workplaces has created unprecedented business disruption, and for many of us, unfamiliar emotional distress as well. These tips may help you manage during and beyond this uncertain time.
Regulatory Education
Switching hats in a post-regulation best interest world
With the adoption of Regulation Best Interest (Reg BI), the US Securities and Exchange Commission (SEC) is imposing an enhanced standard of conduct on broker-dealers and their associated persons when making recommendations to retail customers.
Policy and Regulatory Commentary
Economic Indicators Suggest President Trump's Reelection
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In testimony on Capitol Hill this week, Federal Reserve Chair Jerome Powell repeatedly praised the strength of the U.S. economy across multiple indicators. He pointed to an historically-low unemployment rate, rising wages, and continual, moderate overall growth. Powell has a notably turbulent relationship with President Donald Trump, but his assessment should have been music to the ears of top White House and Trump campaign officials (even if the president could not help live-Tweeting his criticism of Powell’s testimony). The economy, after all, is historically perhaps the most reliable presidential election indicator.
Policy and Regulatory Commentary
The End of the Caucus?
So that didn’t go as planned. While politicos inside the Beltway and across the country were expecting to get our first real results in the Democratic presidential primary last night, problems with tallying the vote in Iowa have caused a significant delay in reporting the results. In a story posted yesterday, The Associated Press reported Iowa Democratic Party officials had promised that “an early issue with a mobile app designed to report results” would “not hinder the Iowa caucus process.”