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Human Capital
Building an inclusive practice: Unlocking diversity capital
Growth is no longer just about acquiring assets. In fact, as the population in need of financial advice grows and diversifies, so, too, must the advisory teams that serve them.
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
This piece is approved to use with clients.
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.
Client Relationships
Positioning yourself as a behavioral coach
While there is plenty of economic upside to the specialization required of modern life, one downside is that hyper-specialization can lead to siloed thinking. For a psychologist like me, the hammer that I have (an understanding of the power of behavior) can lead me to see behavioral “nails” everywhere, even in places where they may not truly exist.
Leveraging Technology & Data
Secrets
This piece is approved to use with clients.
Never has so much personal information been readily available to the general public. It’s surprising, then, that so many financial institutions continue to treat public knowledge as a “secret.”
Client Relationships
The Generations Project: Strengthening Conversations
Our survey demonstrates the importance of having clear conversations with clients about goals for their finances and their families and thereby realizing Greater Possibilities Together.
Goals/Needs-Based Investing
The BIG list of great money advice
This piece is approved to use with clients.
Dr. Daniel Crosby, Chief Behavioral Officer of Brinker Capital put together this client approved list of money advice.