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Policy and Regulatory Commentary
MarketScape: U.S. Debt Ceiling Deal: Signs of Stability for Investors
While complications still may arise, we expect Congress to enact the debt ceiling agreement in time to avoid a potential default. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes the market reaction to the deal and some risks that remain.
Policy and Regulatory Commentary
Investment Strategy Commentary: The X Factor: Evaluating the U.S. Debt Ceiling
A contentious debt ceiling showdown will likely trigger some elevated volatility, but ultimately we expect the U.S. will avert a default.
Client Relationships
Manage my client's market-driven emotions
This guide can help your clients manage the cycle of market emotions in the short-term for better long-term results.
Client Relationships
Retain clients in uncertain markets
What can you do to improve client retention during periods of market uncertainty? And beyond that, how can a downturn actually provide an opportunity to find new clients and build your business?
Business Development
5 ways to make your workplace a better place
Organizational psychologist Adam Grant shares five ideas that he believes could go a long way toward improving the sometimes contentious relationship between labor and management.
Client Relationships
Help Your Clients Understand Account Types and Compensation
With more demands on your time, having conversations with clients will be critical to determine what account types and investment plans are in their best interests.
Client Relationships
Women and Investing: Myth vs. Reality
When it comes to finances, women are more likely to experience negative stereotypes about their investment knowledge than men, according to a new survey.
Advisor Value & Fees
Becoming a Fiduciary
American Funds provides key considerations for financial professionals when developing and documenting a plan for your practice as you move forward as a fiduciary.