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      article by Envestnet

      IN MEMORIAM - Jud Bergman Chairman and Chief Executive Officer (1957-2019)

      Oct 04, 2019
      report by Envestnet

      Thought Leadership Report: Enforcement and Litigation Risks

      Oct 29, 2019
      presentation by BlackRock

      2019 BlackRock DC Pulse Survey

      Jun 03, 2019
      presentation by BMO Global Asset Management
      This piece is approved to use with clients.

      Financial concerns of women

      Jul 11, 2019
      article by American Funds

      Retain clients in uncertain markets

      Sep 18, 2019
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      Political Commentary

      An impeachment Primer

      article by Envestnet
      This piece is approved to use with clients.

      Moments ago, House Speaker Nancy Pelosi (D-Calif.), flanked by the chairs of the committees of jurisdiction over the House’s impeachment inquiry over the last several months (Oversight, Intelligence, Ways and Means, Financial Services, and Judiciary) announced her intention to have the House consider two articles of impeachment against President Trump. I thought I’d provide a quick primer on what’s happened this morning and what we can expect in the days and weeks ahead.

      Dec 11, 2019
      Political Commentary

      Washington Update: Mike Bloomberg and the Self-Funded Presidential Campaign

      article by Envestnet
      This piece is approved to use with clients.

      Former New York City Mayor Michael Bloomberg officially entered the Democratic presidential primary last week, and it didn’t take long for his opponents to react. Sen. Elizabeth Warren (D-Mass.) criticized the fact that Bloomberg, who is worth an estimated $54 billion, plans to self-finance his campaign.

      Dec 02, 2019
      Political Commentary

      Whistleblowing: a Foundation of the Republic

      article by Envestnet

      Despite President Donald Trump’s pleas for the whistleblower’s identity to be revealed – and his demand that he be given the opportunity to “interview” them – it should come as little surprise that it has largely remained under wraps. As PBS Newshour recently reported, while there is “nothing that can block Trump from revealing who” the whistleblower is, federal law is meant to prevent “intimidation of witnesses and reprisals against whistleblowers.” The president, of course, is tasked with enforcing these, and all, laws as the leader of the executive branch.

       

      Nov 20, 2019
      Political Commentary

      Washington Update: The President v. The Supreme Court

      article by Envestnet
      This piece is approved to use with clients.

      If you think a potential federal government shutdown is the only potential calamity barreling down on Washington, D.C., think again.

      Nov 13, 2019
      Political Commentary

      Washington Update: Could Antitrust Slay Tech?

      article by Envestnet
      This piece is approved to use with clients.

      It has been a difficult year for major tech companies. To demonstrate, consider what the news and polling firm Morning Consult wrote in June 2017: Google and Facebook “are enjoying high favorability ratings among U.S. consumers …” 

      Nov 06, 2019
      Political Commentary

      Washington Update: Baseball, the War on Terror, and Public Polling

      article by Envestnet
      This piece is approved to use with clients.

      Eighteen years ago this week, in the wake of the Sept. 11, 2001 terrorist attacks against his city, Rudy Giuliani’s approval ratings stood at an incredible 79 percent. He was dubbed “America’s Mayor,” appeared on Saturday Night Live, and was named by Time as its “Person of the Year” in 2001.

      Oct 30, 2019
      Political Commentary

      Washington Update: The President’s Man

      article by Envestnet
      This piece is approved to use with clients.

      Eighteen years ago this week, in the wake of the Sept. 11, 2001 terrorist attacks against his city, Rudy Giuliani’s approval ratings stood at an incredible 79 percent. He was dubbed “America’s Mayor,” appeared on Saturday Night Live, and was named by Time as its “Person of the Year” in 2001.

      Oct 24, 2019
      Political Commentary

      Washington Update: The House is Likely to Impeach the President. Then What?

      article by Envestnet
      This piece is approved to use with clients.

      So U.S. House Speaker Nancy Pelosi (D-Calif.) and the Democratic caucus in the House of Representatives are moving forward with an impeachment inquiry. And, according to a growing number of polls – even a recent one by Fox News, which showed a majority of Americans support the House’s decision to pursue the inquiry – the American people are with them.

      Oct 21, 2019
      Political Commentary

      Washington Update: Reg BI - A Case Study in Politically Fueled Regulatory Whiplash

      article by Envestnet
      This piece is approved to use with clients.

      Earlier this week, a U.S. district court in New York state dismissed a consolidated lawsuit that had sought to halt implementation of the U.S. Securities and Exchange Commission’s (SEC) Regulation Best Interest (Reg BI) rule.

      Oct 09, 2019
      Political Commentary

      Washington Update: Impeachment - A Bust for Legislation, a Boon for Regulation

      article by Envestnet
      This piece is approved to use with clients.

      Normally, news of a sitting U.S. congressman resigning from office just before he pleads guilty to insider trading charges would consume much of the conversation inside the Beltway. But these, of course, are not normal times.

      Oct 02, 2019
      Investing Ideas

      Compendium of Industry Trends: Fall 2019

      article by Envestnet

      Imagine you knew exactly which stocks to pick a decade ago, the ones that would do best during the rally. What would life have been like on the way to world-beating gains. This quarterly industry report excerpt explains why even God would get fired as an active manager.

      Oct 01, 2019
      Political Commentary

      Washington Update: Based on Presidential Primaries Past, The Democratic Race is Still Wide Open

      article by Envestnet
      This piece is approved to use with clients.

      Given events in Washington over the last several days, you might be expecting a deep dive into the impeachment process. While we spent some time walking through the intricacies and history of the process in April, there will no doubt be much more to say on the issue in the weeks ahead as events transpire at the Capitol. Today, though, we take a break from Washington for a visit to the campaign trail.

      Sep 24, 2019
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