• 26% of Americans indicate they’ve become more cautious with their money as a result of events surrounding the 2016 presidential campaign.Bankrate Money Pulse Survey, 2016
  • 70.3% of advisors polled by Financial Advisor magazine said their clients are more worried than in past presidential election years about who will become the next U.S. president. – Financial Advisor magazine, 8/3/16

Uncertainty in the equity market tends to rise along with rising political uncertainty. Uncertainty over who the incoming president will be and what policies they may change or introduce can weigh on markets.

To have meaningful conversations with clients, while helping them keep the election in perspective and stay focused on their goals, it’s wise for you and your staff to review the message you want to communicate as you respond to questions and concerns.


Household reporting functionality in Liberty

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Whatever CRM system you may use, user adoption is one of the biggest challenges facing any organization. Brian McLaughlin, CEO/CTO of Retail Technology, provides some insight into how...

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Whose brand goes first? 

At Trust Company of America (TCA), we believe you know what’s best for your business. That’s why all of our offerings—whether it’s our technology platforms, mobile apps or client statements—are branded for your company, not ours.

The large...

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