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Client Experience
Enhance Client Relationships with Tech
The end of the year is an ideal time to check in with clients to gauge their financial and emotional wellbeing. Especially in the current environment, your clients may want reassurance that they’ll be okay.
Investing Ideas
The Bid Podcast
The Bid breaks down what's happening in the markets and explores the forces that are changing investing.
Market Outlooks
10 predictions for 2021 and market outlook webinar
Please join Bob Doll, Nuveen Senior Portfolio Manager and Chief Equity Strategist, to discuss the 10 predictions for 2021:
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.
Market Outlooks
Weekly Equities Commentary
This piece is approved to use with clients.
Stocks may churn throughout the summer.
Investing Ideas
The responsible investing "boot camp" for financial advisors
Our boot camp provides financial advisors a guide to the responsible investing opportunity, including actionable steps to help integrate these investments into client portfolios.