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2017 Outlook – How to Invest this Year

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Global Multi-Asset Group: 2017 Outlook

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Rochester Annual Overview 2016

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Compelling Wealth Management Conversations

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Customize Your Compelling Wealth Conversations

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Compelling Wealth Management Conversations

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Should I Wait for the Market Correction?

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Partnering with Advisors to Better Serve Clients

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Professional Development

Insights on Affluent Millennials

We provide an interactive look at what UNHW Millennials value most, and compare their ideal investment portfolio to their family’s current allocation.

3 Dos and Don’ts for Advisors in Winning Wealthy Clients

A guide for advisors in nurturing relationships with the families of their wealthiest clients.

4 Tips for Advisors in Engaging Millennials

How advisors can build strong, lasting relationships with ultra-high-net-worth Millennials.

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UHNW Millennials – A Generation Driven By Values

Wealthy young adults strive to make a positive impact through their investments.

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Revenue Weighted Strategy ETFs |  March 09, 2017

Quarterly Rebalancing May Deliver Improved Dividend Yields

Systematic quarterly rebalancing may help revenue-weighted portfolios seek potentially high yields.

Revenue Weighted Strategy ETFs |  March 03, 2017

OppenheimerFunds' ETF Named Smart Beta ETF of the Year

The ETF received top honors due to its innovative approach and strong execution.

Revenue Weighted Strategy ETFs

Weighing Revenue Weighted vs. Low Volatility ETFs

A revenue-weighted ETF may offer more stable performance than low volatility strategies.

Revenue Weighted Strategy ETFs |  December 09, 2016

What’s the "Smartest" Smart Beta?

Why revenue weighting may be the “smartest” of the smart beta strategies.

Revenue Weighted Strategy ETFs |  December 07, 2016

Revenue Weighting: A Solution to High Price-to-Sales?

This approach may provide more exposure to the factors that have historically driven returns.

Revenue Weighted Strategy ETFs |  November 30, 2016

An ETF Focused on ESG Investing with U.S. Stocks

An opportunity to invest in companies that are mindful of their societal impact.

Revenue Weighted Strategy ETFs |  November 30, 2016

Investing in Global Stocks with Strong ESG Practices

Investors can bring their personal values to global investing.

Revenue Weighted Strategy ETFs |  November 02, 2016

Introduction to a Smart Beta Strategy: Revenue Weighting

Smart Beta strategies such as revenue weighting may deliver better outcomes than a traditional approach.

Revenue Weighted Strategy ETFs |  November 02, 2016

Revenue Weighting: The Optimal Way to Pursue Returns?

Why we believe revenue weighting is a better approach than market-cap-weighted portfolios.

Revenue Weighted Strategy ETFs |  November 02, 2016

The Making of an ETF Family

Vince Lowry on how his days as a police detective gave him insights on managing money.

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