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Human Capital
Six Keys to Extraordinary Teamwork
Curated content for RIAs.
Whether you are building, joining or looking to improve your financial advisory team, the goal should be to create something that adds up to more than the sum of its parts. Michael Futterman, Head of Knowledge Labs® Professional Development, outlines six considerations that are critical to establishing a healthy team dynamic.
Policy and Regulatory Commentary
Redistricting Fights Won't End this November
This piece is approved to use with clients.
Following yesterday’s primaries in New York and Florida, only a handful of U.S. states still have not yet held their primary elections, which means that voters in most states now have a very good idea who will be on their general election ballots this November.
Policy and Regulatory Commentary
The Fed’s “summer of 75” continues, despite growth risks
This piece is approved to use with clients.
A higher-than-expected consumer price inflation report for June compelled the U.S. Federal Reserve to maintain its brisk pace of policy tightening. The U.S. economy is showing signs of slowing, which could lead the Fed to reduce its pace of rate increases in September.
Policy and Regulatory Commentary
Looking at the Midterm Polls as D.C. Rolls into August
This piece is approved to use with clients.
With less than 100 days remaining until Election Day, most will spend this month intensely focused on courting voters at county fairs, hometown Labor Day parades, and other events.
Policy and Regulatory Commentary
How a Supreme Court Climate Decision Could Materially Impact Financial Services
This piece is approved to use with clients.
Last week, the Supreme Court of the United States (SCOTUS) issued a bombshell ruling on the Environmental Protection Agency’s (EPA) Clean Power Plan (CPP).
Client Experience
Creative Planning for Taxes and Distributions
Increase your expertise in tax and distribution planning. Manage multiple sources of income for optimal tax outcome. Take another look at Roth conversions, QCDs, and 529 plans. Consult with CPAs and other tax professionals.