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      article by SSGA
      This piece is approved to use with clients.

      Uncommon Sense - The Fed Isn’t Worried About Inflation, That Should Frighten Investors

      Apr 15, 2021
      article by Brinker Capital

      Vlog: Quarter-end Q&A 1Q2021

      Apr 15, 2021
      report by BlackRock

      Student of the Market: April Edition

      Apr 13, 2021
      Student of the market title page.
      video by AAM
      This piece is approved to use with clients.

      AAM Viewpoints: Stimulus, household savings, inflation

      Apr 20, 2021
      article by Invesco
      This piece is approved to use with clients.

      Weekly Market Compass: Investors of all sizes are wondering whether cryptocurrencies are right for them. These considerations can help guide your decision.

      Apr 20, 2021
      report by Nuveen
      This piece is approved to use with clients.

      Weekly Investment Commentary: Equities reach record high on strong economic data

      Apr 19, 2021
      report by BMO Global Asset Management
      This piece is approved to use with clients.

      BMO Market Charts- April 20, 2021

      Apr 19, 2021
      report by BMO Global Asset Management
      This piece is approved to use with clients.

      Weekly Market Snapshot: April 16, 2021

      Apr 19, 2021
      article by Barings
      This piece is approved to use with clients.

      Weekly Macro Update: Investing Around the Next Round of Russia Sanctions

      Apr 19, 2021
      report by BlackRock
      This piece is approved to use with clients.

      Global Weekly Commentary: Why we like emerging market assets

      Apr 19, 2021
      article by T. Rowe Price
      This piece is approved to use with clients.

      Global Markets Weekly Update: April 16, 2021

      Apr 19, 2021
      report by Envestnet | PMC

      PMC Weekly Market Brief - April 19, 2021

      Apr 19, 2021
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      Client Experience

      Valuation: The Key to Understanding Past and Expected Returns

      article by Morningstar Managed Portfolios

      All investment strategies will experience times of underperformance. If investors trade out of a portfolio after it underperforms, they lock in those losses—something that can destroy wealth over time. Often periods of underperformance are followed by rebounds. But when might an investor expect a portfolio to rebound?

      Mar 31, 2021
      Business Development & Planning

      Referrals Refined, Part 3: The Ask and Next Steps

      article by Janus Henderson Investors

      In the third post of a three-part series on referrals, Head of Knowledge Labs® Professional Development Michael Futterman explains how to make “popping the question” less anxiety-inducing through research, preparation and practice.

      Mar 17, 2021
      Business Development & Planning

      Referrals Refined, Part I: Identifying Who Can Help Grow Your Business

      article by Janus Henderson Investors

      In the first of a three-part series, Head of Knowledge Labs® Professional Development Michael Futterman outlines a process for determining which clients are most likely to be sources of qualified referrals.

      Mar 15, 2021
      Business Development & Planning

      Referrals Refined, Part 2: Activation

      article by Janus Henderson Investors

      In the second post of a three-part series, Head of Knowledge Labs® Professional Development Michael Futterman explains how to transform referral sources into advocates through deliberate, personalized client experiences.

      Mar 15, 2021
      Business Development & Planning

      Winning more of your boardroom presentations

      audio by BMO Global Asset Management
      This piece is approved to use with clients.

      You’ve done a lot of work to get a presentation in the boardroom, and you have one opportunity to make an impression and earn their trust. There are ways you can improve your chances of success before you even walk in the door.

      Mar 09, 2021
      Client Experience

      4 Ways to Enhance Your Practice with Behavioral Finance

      article by Swan Global Investments

      Redefining Behavioral Finance

      Mar 04, 2021
      Leveraging Technology & Data

      [Webinar] Think Beyond: Building Your Business with Managed Models

      article by BlackRock

      The pandemic has accelerated a shift in market conditions that calls for rethinking portfolio allocations. How you respond could make a big difference for your clients and your business.

      Feb 24, 2021
      two people working on a laptop.
      Advisor Value & Fees

      The Value of a Financial Professional

      article by Janus Henderson Investors
      This piece is approved to use with clients.

      There have been many studies conducted about the benefits and costs of professional financial advice. Most of the research has focused on portfolio performance and return generation. But are investors who receive professional guidance also more likely to feel confident about making important financial decisions than those who go it alone?

      Jan 26, 2021
      Client Experience

      Which Advisors Had A Smoother Ride During COVID

      report by BlackRock

      Advisors should treat the pandemic as a turning point, making strategic changes to add the most value for what clients need today and do more with less.

      Jan 12, 2021
      Leveraging Technology & Data

      Tech in Business

      report by BlackRock

      98% of advisors say that technology impacts their decision to join a new firm, with 70% saying it ‘significantly impacts’ that choice.

       

      Jan 12, 2021
      Client Experience

      Enhance Client Relationships with Tech

      article by BlackRock

      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.

      Jan 12, 2021
      Client Relationships

      Help Your Clients Understand the Markets and Their Portfolios

      article by BlackRock

      While the markets have seemingly recovered from the early impact of COVID-19, the past few months have been a reminder that unpredictability is a part of investing, and downturns are inevitable.

      Jan 12, 2021
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