Are you an advisor, wealth manager, or financial planner who wants more time to spend servicing your clients and gathering assets?
NDR Wealth Solutions is a unique service that provides summary talking points about economics and current market conditions (NDR Snapshots 360°), as well as simple investment educational materials to support your conversations with clients and prospects (NDR Investment Education Resources).
NDR Snapshots 360°
Stay ahead with summary updates on the economy and markets by NDR’s industry-leading, independent investment research team.
September 3, 2021 | Amy Lubas and Chad Ellis
November 9, 2021 | Veneta Dimitrova
October 1, 2021 | Ed Clissold
October 18, 2021 | Amy Lubas and Chad Ellis
NDR Investment Education Resources
Invest in your client’s education! You’ll have access to curated charts and interactive tools offering simple visuals that explain the properties of investing and historical returns, which can be used in your wealth planning discussions.
NDR Investment Education Resources is unique in that these charts have been designed with client redistribution in mind. As such any non-public redistribution by our clients to their clients (or prospects) of the educational charts is already pre-approved. There is no need to contact NDR prior to distribution. Note, public redistribution (websites, blogs, etc) must still be requested and approved (by emailing details of requested use to firstname.lastname@example.org). Also note that we do not permit the resale of our EDU charts without permission.
Amy Lubas, CFA
Director, Wealth Management & Advisory Solutions
Brian Sanborn, CFA
SVP, Wealth Management Solutions
Register today for more information on NDR's
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