report by BlackRock
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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.
Behavioral Finance
From Plan to Portfolio
Advisors integrating planning into their practices face new challenges. Of critical importance is the advisor’s ability to translate client needs into financial solutions and to communicate how those solutions meet their goals. Needs-based planning builds confidence in the advisor and helps clients avoid costly emotional decisions which can sabotage long-term results.