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Policy and Regulatory Commentary
Fed to keep rates low despite rapid drop in unemployment
This piece is approved to use with clients.
The Fed remains committed to extraordinarily accommodative monetary policy.
Policy and Regulatory Commentary
2020 U.S. elections: Uncertainty? Yes. Opportunities? Also yes.
This piece is approved to use with clients.
Nuveen’s Global Investment Committee takes a look at different 2020 U.S. election scenarios and offers perspective on investment implications.
Policy and Regulatory Commentary
Fed keeps its foot on the gas as the virus threatens the recovery
This piece is approved to use with clients.
Viewpoints from the July 2020 Fed Meeting. The Fed hints at a new policy framework.
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?
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.
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.
Leveraging Technology & Data
Rise of the Humans: Can Advisors Thrive in a Machine World?
The robots are no longer coming – they’re already here. And yes, they are after your job.
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.