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1 min read
Managing Client Expectations During Market Downturns
Stay Ahead of the Conversation Proactive communication is key during market downturns. Research shows that nine out of 10 clients value frequent...
1 min read
Weekly Talking Points for Financial Advisors (12/9/24)
Read the highlights of this week's commentary from Helios: The US labor market was resilient in November, with 227,000 jobs added. The unemployment...
2 min read
Why Clients Stay: The Real Value of Human Financial Advisors in a Digital Age
We hear a lot about why clients leave their advisors – but what makes them stay?
1 min read
Weekly Talking Points for Financial Advisors (12/2/24)
Read the highlights of this week's commentary from Helios: The Federal Reserve’s preferred inflation measure, the core personal consumption...
1 min read
Weekly Talking Points for Financial Advisors (11/25/24)
Read the highlights of this week's commentary from Helios: Initial jobless claims fell by 6K in the week ending Nov. 16, the lowest since mid-April,...
1 min read
Weekly Talking Points for Financial Advisors (11/18/24)
Read the highlights of this week's commentary from Helios: Inflation rose modestly in October, with the consumer price index (CPI) increasing by 0.2%...
2 min read
AI/ML, the SEC, and You: Everything You Need to Know About Emerging Technologies and Regulatory Adherence
The wealth management landscape is undergoing a seismic shift. As basic quantitative analysis gives way to sophisticated AI models, a new breed of...
1 min read
Weekly Talking Points for Financial Advisors (11/11/24)
Read the highlights of this week's commentary from Helios: The Federal Reserve continued its rate-cut cycle with a quarter percentage point reduction...
3 min read
Navigating the Market Under the New Presidency
With a Presidential Republican victory confirmed, let’s discuss what might be coming over the next four years. While no one can predict exactly what...