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Market Outlooks
Transamerica: Make The Most Of Your Legacy
Using Transamerica's annuities in irrevocable trusts
Market Outlooks
Nationwide: Relief for small businesses
In March 2020, three important pieces of legislation were signed into law in response to the novel coronavirus pandemic.
Market Outlooks
Nationwide: Planning impacts of the coronavirus relief legislation
The Coronavirus Aid, Relief and Economic Security (CARES) Act has been signed into law.
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?
Market Outlooks
A view of China from the ground up
Living in Hong Kong with a view of the Chinese mainland, Capital Group portfolio manager Steve Watson has a front-row seat to the long-running U.S.-China trade dispute.
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.
Market Outlooks
Preparing Clients for Market Declines
This paper from American Funds analyzes the length and severity of past market drops in order to assist conversations with clients about market volatility.
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.