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Leveraging Technology & Data
Tech in Business
98% of advisors say that technology impacts their decision to join a new firm, with 70% saying it ‘significantly impacts’ that choice.
Policy and Regulatory Commentary
See Through Election Uncertainty
Investors have seen more than their fair share of market volatility in 2020… and it isn’t over yet.
Policy and Regulatory Commentary
COVID-19 Relief Packages Require Action
This piece is approved to use with clients.
What Plan Sponsors Need to Know About Changes to Their Retirement Plans and Paid Leave Programs.
Policy and Regulatory Commentary
Federated's Re-election Dashboard
A series of economic indicators that have historically been predictive of re-election results.
Client Relationships
Client Discussion Guides
These value-add worksheets from BlackRock help increase engagement between an advisor and their clients.