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Client Relationships
Advisor2Advisor: William Schiffman & Jason Ray
Advisors William Schiffman & Jason Ray talk about what they are hearing from clients in this quick 2-minute interview.
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.
Portfolio Construction Insights
Bond ETFs: Financial Advisors Drive Use With Specialized Applications
BlackRock sponsors this Cerulli Associates report that asks 378 financial advisors about their use of bond ETFs.
Client Relationships
Client Discussion Guides
These value-add worksheets from BlackRock help increase engagement between an advisor and their clients.
Portfolio Construction Insights
Building Better Benchmarks
The BlackRock Portfolio Solutions team explores benchmarks and how to build them appropriately.
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.
Client Relationships
Building My Practice: How to Reach Female Investors
The founder of Cathy Pareto and Associates Inc. provides advice for her peers who want to reach out to women.