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Investment Update -- Spring ForwardCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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Investment Update -- Buckle UpCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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Investment Update -- There's No I in TeamCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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Investment Update -- The Election and its After MathCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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Investment Update -- The Waiting GameCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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The Conscientious Advisor: A New Paradigm in Wealth Management SalesIn the wake of the financial crisis, advisors to either institutional investors or high net worth investors need a drastically different set of skills and personal qualities to succeed. This paper asserts that today's successful advisor must be more methodical and conscientious when dealing with clients and prospects. Furthermore, the paper contends, firms should establish a conscientious platform that helps their advisors succeed and prepares them for career advancement. The result is not only having happier clients but also more satisfied and more successful employees. Author: Tracy Nickl
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VIDEO: Client-Advisor Engagement - Defining a New Model for Today's Volatile MarketGloria Zaldivar, Senior Director and Portfolio Management Team Leader at BNY Mellon Wealth Management, explains the new rules of client-advisor engagement, including the need for an approach we call objective-driven investing. In the end, Zaldivar argues, these rules, applied consistently, will be the keys to rebuilding confidence in the client-advisor relationship. Author: Gloria Zaldivar
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Investment Update -- Why Bother?Monthly investment commentary from BNY Mellon Wealth Management Business: Wealth Management
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Defining the New Model for Client-Advisor EngagementThe economic and market events of the last few years have left investors with doubts about the safety of the financial system itself, along with the credibility of its advisors. Despite financial reforms and newly introduced consumer protections, many investors remain skeptical. Therefore, a new and different quality of client-advisor engagement is necessary. To serve investors well in this decade, this approach must reflect a number of key facts. Business: Wealth Management
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Investment Update -- No More CowboysMonthly investment commentary from BNY Mellon Wealth Management Business: Wealth Management
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