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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
Pumpkin spice popcorn ... m'm, m'm, m'm
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The race could tighten but whatever happens, the market should be fine.
Policy and Regulatory Commentary
Looking forward
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The Fed sharpens its new policy framework with strong forward guidance.
Policy and Regulatory Commentary
Is there a limit to government spending?
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A growing federal deficit could be concerning if inflation starts to heat up.
Policy and Regulatory Commentary
6 reasons yields may stay range-bound
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It starts with the Fed.
Policy and Regulatory Commentary
Fiscal policy matters
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Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely
Policy and Regulatory Commentary
COVID-19 Relief Packages Require Action
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What Plan Sponsors Need to Know About Changes to Their Retirement Plans and Paid Leave Programs.
Policy and Regulatory Commentary
Federated's Re-election Dashboard
A series of economic indicators that have historically been predictive of re-election results.
Policy and Regulatory Commentary
Is 'Medicare for All' a panacea?
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Some argue a more moderate, incremental approach to fixing health care is better.