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Policy and Regulatory Commentary
Washington Update: Don't Believe the Hype - Democratic Presidential Candidates Aren’t Likely to Implement Most of Their Financial Services Proposals
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If you are like most of professional Washington, you spent most of today glued to around-the-clock coverage of Special Counsel Robert Mueller’s testimony before two House committees and are about to start packing for summer vacation. And good news! The Beltway’s summer lull will be longer than usual this year.
Policy and Regulatory Commentary
Washington Update: The Fan-in-Chief
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Unless you have been without power and newspapers for the last 96 hours, you know that on Sunday the U.S. Women’s National Team (USWNT) won their fourth soccer World Cup in the last 28 years.
Policy and Regulatory Commentary
Washington Update: Everything You Always Wanted to Know About Gerrymandering But Were Too Afraid to Ask
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The U.S. Supreme Court issued a flurry of decisions last week as it closed its 2018-2019 session. While its ruling rejecting the Trump administration’s rationale for a U.S. Census citizenship question will have important repercussions for representation across the U.S., another case also could impact the partisan balance in the lower chamber of Congress … unless voters in a handful of states get a say about it.
Policy and Regulatory Commentary
Washington Update: Fed Bashing - A White House Tradition
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James Carville, a strategist to then-Gov. Bill Clinton’s insurgent 1992 campaign for the presidency, famously – and succinctly – captured the essence of the race for the White House with the phrase “it’s the economy, stupid.” As we begin the march towards the twenty-eighth anniversary of President Clinton’s defeat of President George H.W. Bush, Carville’s truism still holds.
Goals/Needs-Based Investing
The Power of Women: How to reach your financial success
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While many women are incredibly on top of their finances, others feel less confident. Today we’ll spend some time talking about the questions we frequently hear from women, ask you to reflect on your personal situation and hope that you come away from our time together with an even clearer view of your financial future and your path to deeper engagement.
Investing Ideas
State of the RIA Market: Special Focus on the Investor/Advisor Relationship and Advisor Technology Stack
As a valued Envestnet Institute user, we are delighted to share with you our latest report on the State of the RIA Market.
Business Development
Prepare Your Practice for the Power of Women
This advisor presentation will help you learn more about the financial power women are wielding today—and how their power is expected to grow in the future. As women gain more financial responsibility, your practice needs to be ready to serve their needs. Explore new ways to position your practice for this future growth opportunity.