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Client Relationships
Advisor2Advisor: William Schiffman & Jason Ray
Advisors William Schiffman & Jason Ray talk about what they are hearing from clients in this quick 2-minute interview.
Manager & Investment Selection
Deep Dive: Manager Research
Join Sophie Gilbert, a Consulting Director at Russell Investments and Kris Nelson, a Senior Research Analysts at Russell Investments, as they explore active money manager research. Listen as they discuss what it is, what it takes to be good at it and how it can help investors.
Client Relationships
Breaking the Mold: Engaging Female Investors
For advisors attempting to deepen their relationship with women clients and prospects, an event tailored to women may make a big difference.