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Client Relationships
Framing an ESG conversation with your clients
Developing a relationship with your clients and understanding their aspirations and objectives is key to successful planning strategies. Many clients are not aware that their values can increasingly play a role in how they invest. So how do you open up conversations with clients about their values and better understand their perspectives surrounding environmental, social and governance (ESG) investing?
Market Outlooks
BMO Market Charts - December 15, 2020
This piece is approved to use with clients.
Following the massive stimulus effort in response to the COVID-19 pandemic, the Federal Reserve’s percent ownership of outstanding Treasuries has reached a multi-decade high.
Market Outlooks
Weekly Market Snapshot: December 11, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Fixed Income Insights
December 2020 Fixed Income Market Update
News and Nuggets regarding the fixed income markets
Goals/Needs-Based Investing
Unlocking your vision for success
Being a great advisor requires coaching people toward their financial aspirations. However, many advisors reach a plateau, where focusing on the clients you already have consumes all your capacity.
Market Outlooks
Coronavirus vaccine developments are extremely welcome news
The global economy hailed a series of positive developments on the vaccine front at the start of the month. Pfizer-BioNTech were first to announce successful Phase 3 trials of their vaccine with 95% efficacy. The Moderna and AstraZeneca-Oxford vaccines also reported positive results. No vaccine has yet received regulatory approval for mass public use.
Market Outlooks
Weekly Market Snapshot: December 4, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts - December 7, 2020
This piece is approved to use with clients.
While corporate credit spreads have narrowed considerably since March, they remain wider than the levels seen at the end of 2019.
Fixed Income Insights
November 2020 Fixed Income Market Update
This piece is approved to use with clients.
In our view, while elections have consequences, the consequences are rarely as stark or as predictable as prognosticators suggest.
Market Outlooks
Real financial advice: Being a guide in a changing landscape
This piece is approved to use with clients.
Volatility in the markets. A historic election. A global pandemic. 2020 has thrown us all into an interesting period of irreducible uncertainty, and now more than ever, clients are looking to you to provide them with “real” financial advice in order to navigate these turbulent waters.
Market Outlooks
BMO Market Charts - November 23, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Snapshot: November 13, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.