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Researchers Explain Benefits of Global Bond Markets Allocation

Researchers from Vanguard say an investment that includes the bonds of all markets and issuers would theoretically benefit from the greater number of issues, securities, and markets, and their imperfect correlations through time, but they stress the importance of hedging against currency risk.

INSIDE THE MAGAZINE PLANADVISER March/April 2018

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Client Data: Powerful But Largely Untapped Asset

“Personal data can tell you so much more beyond just providing insights into individual client behaviors. You can take these streams of data, clean them up and extract valuable insights that look across the book of business to highlight trends and challenges that are not really visible on a case-by-case basis.”

SEC Lays Out Valuable Features of HSAs

Although an SEC bulletin is directed at employees invested in HSAs, its description of useful HSA features depending on how investors use HSAs can be informative to plan sponsor clients.