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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.

INSIDE THE MAGAZINE PLANADVISER March/April 2018

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Smart Beta Demand Favors Multi-Factor Approach

Data shared by FTSE Russell, taken from the firm’s annual smart beta survey, suggests the use of “multi-factor combination smart beta index-based investment strategies” by institutional investors has more than doubled since first measured in 2015.