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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.
Policy and Regulatory Commentary
Washington Update: On Data Privacy, Look to the States
This piece is approved to use with clients.
As data breaches dominate news cycle after news cycle – at a seemingly exponential rate – have federal policymakers started to pay attention to the issue?
Client Experience
Rethink your assumptions around appetites for risk by gender
Assuming all women are afraid of investment risk can put opportunities at risk. Our survey of executive investors revealed that HNW breadwinner women are far less conservative than their male counterparts. Learn more.
Business Development
Envestnet Advisor Award Winners: Putting Principles Into Practice
Three advisors describe how they translate their values into powerful advice and consistent, thoughtful service for clients.
Policy and Regulatory Commentary
Washington Update: The Impact of Labeling China a Currency Manipulator
This piece is approved to use with clients.
While many Americans have been Googling the term “currency manipulation” over the last two days, one White House adviser has been enjoying the spoils of victory after a nearly decade-long policy fight.