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What the Midterm Elections Mean for the Markets

Should investors really invest based on who’s in office? We break down both the short- and long-term implications.

News & Insights

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Playing with Fire on Trade

The U.S. may be playing with fire on trade if it tries to force a quick victory over China.

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Managing the Growing Complexities of Practice Management

Capacity, personnel, and fee issues are making managing RIA practices increasingly complex.

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October MLP Update and Significant Project Announcements

The NGL ramp up and Permian buildout continues.

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Factor Dashboard: October 2018

The low volatility, quality, and yield factors outperformed the market in September.

Ahead of the Curve

Insights focusing on the major trends impacting RIAs, their practices, and clients.

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Globalize Client Portfolios for Real Diversification

RIAs may help clients optimize diversification through greater portfolio globalization.

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Wealth in Motion and How RIAs May Prepare to Capture It

Potentially serious differences in perceptions exist between advisors and HNW investors.

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Leadership
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Matt Straut
Head of Registered Investment Advisor (RIA) Group
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