Perspectives

Build your business and stay ahead of trends, with fresh perspectives and useful insights.

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Evolving your strategy

Learn how to capitalize on industry trends and grow your business.

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Managing risk

Keep up with regulatory changes and emerging risks to protect your clients and your business.

  • RIA Washington Watch special edition

    January 13, 2023
    On December 29, 2022, a massive year-end spending bill that includes the long-anticipated retirement savings package known as SECURE Act 2.0. was signed into law.

  • RIA Washington Watch

    December 13, 2022
    The midterm election results may have an effect on the battle over the debt ceiling and the fate of SECURE Act 2.0. Meanwhile, new regulatory initiatives with compliance implications are on the horizon.

  • RIA Washington Watch

    August 12, 2022
    Momentum continues in Washington: Tax increases on individuals off the table for 2022, while private or money market fund reform are expected. Stay up to date on key developments.

  • RIA Washington Watch

    May 11, 2022
    From approval on SECURE 2.0 Act 2.0 to a new executive order on cryptocurrency, our own Mike Townsend highlights the big moves that could mean changes for Registered Investment Advisors and their clients.

  • RIA Washington Watch

    February 1, 2022
    What's ahead for 2022? Our own Mike Townsend predicts that it could be light on legislation but heavy with regulation affecting registered investment advisors and their clients

  • How to detect an identity thief

    December 6, 2021
    These tips will help protect your clients from identify theft and help you detect when someone is not who they say they are.
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Engaging clients

Get expert commentary and peer insights to help enhance client relationships and adapt to investors' changing needs.

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Managing talent

Recruit and retain the best talent for your firm and strengthen your leadership skills.

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Marketing your business

Build an engaging brand and attract new clients to your firm.

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