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The Generations Project

Insights from wealthy investors and advisors about home bias, financial literacy and more.

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News & Insights

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It Ain't the Economy, Silly. It's Interest Rates and Trade.

Krishna Memani finds hope in the underlying trends that could support continued growth.

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Risks Are Rising for a Hard Landing in Turkey

Heavy reliance on credit and a less favorable global monetary backdrop may spell trouble for Turkey.

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FERC Issues Final Rule on Pipeline Tax Policy

We think FERC's update to previous policy orders are positive for the asset class.

Practice Management Insights

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"Day Zero" Is Call-to-Action for Sustainable Investing

Cape Town’s water crisis can help advisors open client discussions about sustainable investments.

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Evolving into a Whole Family Advisor

A one-to-family approach can help an advisor become a trusted partner to client families.

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