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Regulatory Education
Thought Leadership Report: The New SEC Standards
This article provides a high-level summary of the rulemaking package and explores its implications for registered investment advisors and dual registrants.
Investing Ideas
3 things to know about IPOs
Client Portfolio Manager Jordan Stuart discusses how the naturally volatile nature of the initial public offering (IPO) process represents part of a healthy movement of capital into new, more productive growth channels that drive economic opportunity for individuals, companies and countries.
Investing Ideas
State of the RIA Market: Special Focus on the Investor/Advisor Relationship and Advisor Technology Stack
As a valued Envestnet Institute user, we are delighted to share with you our latest report on the State of the RIA Market.
Investing Ideas
Building Your Practice by Serving Foundations and Endowments
Nuveen provides a comprehensive look at foundations and endowments and how they can affect an advisor's business.