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Client Experience
Turning Client Trust into Action in a Down Market: A Six-Step Conversation
This piece is approved to use with clients.
Register today to hear AllianceBernstein Advisor Institute's (ABAI's) Ken Haman discuss key insights about human decision-making and research in behavioral finance to look at the practical challenges of managing client trust during uncertain times. Specifically, Ken will drill into: 1) How to move a client past a negative market experience to make an investment decision now, 2) Why clients can be triggered by negative information and avoid these discussions despite the need to take action to improve future outcomes, 3) A six-step conversation model that FAs can use to motivate clients to take action
Fixed Income Insights
The Next Generation of Fixed Income - Tax Loss Harvesting
This piece is approved to use with clients.
Taxes matter to a bond investor’s bottom line. That’s why we’ve brought a digital, high-speed solution to fixed-income active tax management. By continually optimizing separately managed accounts to identify opportunities to harvest losses and by efficiently reinvesting the proceeds in tax-favorable opportunities, automated tax management has the potential to add more than 90 basis points to after-tax returns in some years, according to our in-depth analysis.
Fixed Income Insights
Weekly Wire: It’s always darkest before the dawn
This piece is approved to use with clients.
It is one thing to understand we are living through an unprecedented, pandemic driven economic downturn, and all together another to learn the US unemployment rate is 14.7% and that 20.5 million of our fellow Americans lost their jobs in April.
Leveraging Technology & Data
Secrets
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Never has so much personal information been readily available to the general public. It’s surprising, then, that so many financial institutions continue to treat public knowledge as a “secret.”
Advisor Value & Fees
Traits of great financial advisors
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You probably know by now that you’re supposed to have a financial advisor, you may just not know how to differentiate the good ones from the bad ones. We’d like to suggest the following as a checklist for helping you to find an advisor who can help you meet your financial goals and have a good time doing it.
Philanthropy
Get More Out of Your Charitable Giving
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Typically, when we think about giving to charity, we think of all the lives we enrich by our support. What we sometimes overlook is how great it feels to do good. How can you make sure you get the most emotional benefit out of your charitable giving?
Leveraging Technology & Data
A Tale of Two Billboards
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Brinker Capital's Information Security Officer discusses the Equifax breach and how advisors and clients can keep their systems protected.