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Personalization
An Inside Look at Direct Indexing
This piece is approved to use with clients.
Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stock or even industry, which can bring the fun back to investing and help with after-tax outcomes.So, what’s all the fuss about? What are the salient points you need to know? Who’s it right for? And what are the thorny issues to weigh?
Client Experience
Turning Client Trust into Action in a Down Market: A Six-Step Conversation
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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
Policy and Regulatory Commentary
House Chaos a Preview of What’s to Come
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Let’s take a look at what happened, and what it could mean for the ability of Congress to shape federal policy — or get anything done — over the next two years.
Policy and Regulatory Commentary
Why a One-Seat Senate Pickup is a Big Deal for Democrats
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And that’s a wrap. Well almost.
Policy and Regulatory Commentary
What Washington’s Response to Enron Might Portend for FTX and Crypto
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The question is: Will this new scandal lead to the type of legislation or regulations the Enron debacle did?