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Investment Update -- Wrestling with the RallyCommentary 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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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 -- Forward-Looking ReflectionsCommentary 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 -- Interesting TimesCommentary 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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VIDEO: Policies, Politics and Portfolios - How Investors Can Move Forward In the Midst of UncertaintyDon Heberle, Executive Director, BNY Mellon Wealth Management, takes a close look at how policy and political issues are affecting investors -- and how they could, moving forward. Despite ongoing uncertainty over possible outcomes, Heberle points to key indicators that could help to cast light on future market direction. Author: Don Heberle
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