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Client Experience
Client experience for the modern financial professional
Curated content for RIAs.
Practice management expert Lindsay Troxell provides actionable steps to help financial professionals take charge of their client experience, or CX.
Client Experience
CONNECT WITH YOUR CLIENTS
This piece is approved to use with clients.
Access our online library of goals-based educational materials for more productive client conversations.
Client Experience
What Your Clients Need Now
Optimism is in the air this spring as we look forward to the prospect of returning to the activities we enjoyed pre-pandemic.
Active/Passive Management
Active ETFs Are Here to Stay
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Head of Exchange-Traded Products Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.
Client Experience
Streamline Communications for Better Meetings
In today’s virtual and socially distanced environment, now is a great time to consider streamlining your communications plan.
Active/Passive Management
Adding alpha through active management and a consumer sector focus
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Growth in emerging market economies and equity markets continues to be driven by rising levels of income and consumer spending by an expanding middle class.
Active/Passive Management
Active equity managers may outperform in the coronavirus era
This piece is approved to use with clients.
Equity investors continue to debate the merits of active versus passive management. But rather than frame the discussion in absolute terms, at Nuveen we believe it’s more important to understand how and why different market environments tend to favor either an active or passive approach. The investment landscape in the era of coronavirus invites such an inquiry.