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Macroeconomic & Geopolitical
Taking an Economic Pulse
This piece is approved to use with clients.
Every decade brings a different economic environment. What’s set to impact the 2020s? In this episode of The Active Share, join Hugo with guest Olga Bitel, partner and global strategist for William Blair Investment Management, for a wide-ranging discussion of what’s driving the U.S. and global economies, including inflation, recession risk, productivity, geopolitics, and interest rates.
Macroeconomic & Geopolitical
3 Points About China
This piece is approved to use with clients.
Clamping down on China has become a bipartisan effort in the United States, but I believe an outright conflict between China and Taiwan is a low-probability (albeit high-impact) event—and I remain constructive on the bottom-up, long-term investment opportunities in China, including the transition to a domestic-consumption-driven and lower-carbon economy.
Regulatory Education
Time for an IPS Refresh: Incorporating Emerging Trends into Your Plan Design
Curated content for RIAs.
To help plan sponsors better understand how to ensure their investment policy statement (IPS) is clear and current, we spoke with renowned ERISA attorney Hon. Brad Campbell about three areas where well-intentioned but unclear or outdated IPS language can create problems.
Leveraging Technology & Data
Advisor Summit 2019 Session Preview: Better Client Outcomes Start with a 360 Degree View
Watch the overview of this session from the Envestnet Advisor Summit 2019.
Leveraging Technology & Data
Changes Ahead: How Technology Integration Can Scale Your Business
Advisory firms who leverage advanced tech integration, have a bigger book-of-business, generate more financial plans, and have more time to spend with clients. John Yackel of Envestnet and Michael Wilson of First Citizen Bank sit down to discuss.
Leveraging Technology & Data
How to Use Big Data to Your Advantage
Data aggregation and analytics are top of mind for advisers, but how can they help your clients? Anil Arora of Envestnet Yodlee offers some strategies.