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We are committed to keeping you up to date with latest news and valuable resource.

Alliance Partner and Market Updates
Linda Pix

Alliance Partner and Market Updates

As we experience volatility in the market, we are committed to keeping you up to date with the latest news and valuable resources.. Many of our Alliance Partners have already prepared thought leadership commentary and guidance. Below you will find website links to this information.

We hope you find informative and useful. We will continue to update this page as new content becomes available.


Updated 3/31/2020


Thursday 1pm | Megatrends: Go long-term in the downturn – details to follow

Friday 8am | RIA First Friday: Being a leader in a time of crisis – add to calendar

For on-demand webcasts, articles, and subscriptions, you can visit our Market Pulse Homepage. Otherwise, please let us know if you have questions or if you’d like more information on any of these presentations.



We wanted to make sure you received the attached monthly update from our Chief Investment Strategist, Joe Zidle. Joe and Bryon Wien will be hosting an update call on Wednesday, you can see the call details and registration link below. In addition to this, we are getting a lot of questions on where we see the best opportunities in the market right now. If this is of interest to you, I have also included information on a launch call for our newest offering, Blackstone Growth Equity (BXG).

Weds, April 1st   @ 11am: Macro Economic Update with Joe Zidle and Byron Wien, register here

Thurs, April 2nd @ 1:15pm: Growth Equity Launch Call, register here


Listen to a Replay of Our Special Business Resiliency Webcast

If you missed our live webcast, or want to tune in again, a replay is now available on the Pershing Webcast Series Channel, along with a copy of the presentation. This content can be accessed from the Attachments button below the replay. Please find additional resources to assist your firm with business resiliency planning and operational and compliance readiness amidst coronavirus developments.

Please share the replay with your colleagues who may benefit from this information.

BNY Mellon | Pershing Presenters:

Ben Harrison, Head of Relationship Management and Business Development, Advisor Solutions

Mark Swenarton, Head of Corporate Services

Mike Doyle, Head of Mutual Funds and Cash Management

Evan LaHuta, Head of Client Experience, Advisor Solutions

Brian Terraciano, Director of Operations, Advisor Solutions

Nina Weiss, Chief Compliance Officer, Advisor Solutions


Updated 3/27/2020

Volatility and Crisis—Communicating with Your Clients When They Need You Most

Monday, March 30, 2020
4:15–5 p.m. ET 

Communication is vital during a crisis. Please join us for a conversation with members of Fidelity's Practice Management & Consulting team. 

We'll share insights on: 
•    Demonstrating advisor value through responsiveness, empathy, and clear perspective 
•    Best practices when communicating with your clients during these unprecedented times 
•    Scaling communications in a high touch, personal relationship business 
•    Ideas to help you cultivate connection with clients in a virtual environment 

Scott Slater
Vice President, Practice Management & Consulting
Fidelity Investments

Anand Sekhar
Vice President, Practice Management & Consulting
Fidelity Investments

Gwendaline Mazzara 
Vice President, Practice Management & Consulting
Fidelity Investments

Jonathan Habbershon
Vice President, Family Engagement Consultant
Fidelity Investments


Updated 3/25/2020

RIA Channel Webinar Sponsored by: Ned Davis Research
 Navigating the Coronavirus Panic
Webcast: Thursday, March 26th, 1PM ET
Accepted for 1 CFP/IWI/CFA CE Credit.
Register Now
The market hates uncertainty, and Covid-19 has created conditions with few, if any, analogs for the market to draw from. However, previous panics provide some useful guideposts to watch. We will discuss what we are watching for signs that the market is recovering from the coronavirus shock.
Featured Speakers:
•    Ed Clissold, CFA, Chief U.S. Strategist, Ned Davis Research Group
•    Tim Hayes, Chief Global Investment Strategist, Ned Davis Research Group
•    Joseph Kalish, Chief Global Macro Strategist, Ned Davis Research Group
•    Ned Davis, Senior Investment Strategist, Ned Davis Research Group
•    Alejandra Grindal, Senior International Economist, Ned Davis Research Group
•    Pat Tschosik, U.S. Sector Strategist, Ned Davis Research Group
Title: Navigating the Coronavirus Panic
Date: Thursday, March 26, 2020
Time: 1PM ET
Register Now
Accepted for one hour of CFP® CE Credit and CIMA®, CIMC®, CPWA® or RMASM CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders.

Updated 3/25/2020

New updates from Alliance Partner, Hartford Funds:


Updated 3/25/2020

Your market volatility questions answered

To support you during this unprecedented time, Schwab experts Liz Ann Sonders, Kathy Jones and Jeffrey Kleintop will provide timely market updates and perspectives in a series of three, one-hour biweekly calls. Your questions can be submitted directly from the registration page.  

Friday, March 27, 8:00 a.m. PT / 11:00 a.m. ET

Thursday, April 9, 8:00 a.m. PT / 11:00 a.m. ET

Thursday, April 23, 8:00 a.m. PT / 11:00 a.m. ET 




Updated 3/23/2020

Special webcasts and free education to help you navigate the coronavirus crisis

Join our weekly Coronavirus Continuity virtual event series and access free relevant online resources. 
Quarantines. Market turmoil. It’s anything but business-as-usual. We’re here to help provide timely information you can use to cope with the uncertainties—from business continuity planning to managing stress. Some of the events even offer CE credits, so you can stay on top of your education requirements during travel restrictions. 
Weekly webcast series
We’re hosting weekly virtual events on a variety of virus-related topics. The current schedule is as follows: 


•          March 25: Stress management in an upside-down world 
•          April 1: Protecting and repairing a portfolio in a high-volatility environment 
•          April 8: Business continuity planning for COVID-19 
•          April 22: Moving client engagement virtual 
•          April 29: Finding opportunity in turbulent times 
Note: All webcasts will start 4 p.m. ET and will be approximately 30 minutes long. 

Learn more and register here

Education Center resources 
A special page in the Education Center—a robust suite of on-demand resources accessible from home or office—has been created to house all the upcoming webcast information, plus a new volatility webcast series, in addition to resources you can use to prepare yourself, your business, and your clients. You can also find replays of any webcasts you might have missed here. 

Visit the Education Center page

Updated 3/23/2020

Conference Calls

Chris Jeppesen

Chief of Advisor Consulting


The Dialogue of Down Markets

Tuesday | March 24

11:00 am – 12:00 pm EST

Dial In: 888-378-4398

Passcode: 376915

Add to Calendar


Johnathan Wilhelm

Senior Vice President

Senior Portfolio Manager

Even in Crisis…There are Municipal Market Opportunities


Wednesday | March 25

11:00 am – 12:00 pm EST

Dial In: 888-378-4398

Passcode: 552423

Add to Calendar


David McGarel, CFA, CPA

Chief Investment Officer

Chief Operating Officer

Equity Outlook…When and How Does it Turn?


Thursday | March 26

11:00 am – 12:00 pm EST

Dial In: 888-378-4398

Passcode: 651861

Add to Calendar



Updated 3/20/2020

Weathering the Storm: When Will the Clouds Part?

March 19, 2020. The storm rages on, fear runs high. First Trust Chief Economist Brian Wesbury provides an update on where we stand with the Coronavirus, U.S. actions to fight the spread, and the impact this is all having on both the economy and the markets.

Listen Here

Putting Things In Perspective - Jim Bowen - Conference Call Replay

Be it World Wars or recessions, terrorist attacks or viral diseases, when our backs are against the wall we fight harder than ever. First Trust CEO Jim Bowen puts the events of today in perspective, and reminds us why history has shown it’s unwise to bet against the American spirit.

Listen Here


Updated 3/19/2020


Guidance For Small to Medium Sized Businesses on COVID-19

In light of the current situation, TriNet is providing resources and tools on how small to medium sized business can be prepared as possible to manage through this moment in time.  Please share with your current clients and prospects on the business impact and what those implications can mean for their business. 

Our team has gathered the most pressing questions that are top of mind with our clients and business owners and will address them through our blog series:

View here


During this edition of Market Pulse, hear the latest on current market conditions from BlackRock CEO Larry Fink and Rick Rieder, Global CIO of Fixed Income. 
Tune in to hear:
•    Views on the state of global markets today.
•    Major themes from clients across the globe.
•    Perspectives to help advisors navigate challenging markets.

Call Details:

Thursday March 19, 2020
Time:  2:00 PM ET

Register now

Featured speakers:

Larry Fink
BlackRock Chairman & CEO

Rick Rieder
CIO of Global Fixed Income

Exclusive Market Insight Call Replay
In case you missed the call on Tuesday evening, there was a lot to talk about as the recent sell-off has sent us into a bear market for the first time in over 10 years. The spread of coronavirus has brought a lot of uncertainty into the global economy as many analysts have increased the odds of a recession in 2020.

Hear Tim Clift, Chief Investment Strategist of Envestnet | PMC give his thoughts on what it all means for investors and answer some questions from advisors as well.
Access Here


Periods of market volatility can trigger emotional responses in investors.
At Raymond James during times of uncertainty, our first priority, as always, is the well-being of our clients, advisors, associates and communities.

While we keep a careful eye on unfolding events and official recommendations for public health and safety, we also remain committed to providing sound support and resources advisors can use to help their clients navigate volatile market conditions.

Click below to explore how we’re keeping our advisors informed of the latest insights from our Investment Strategy Committee to guide client conversations.

Access Here


The founder of MIT AgeLab as well as John Diehl will be speaking March 18 regarding “The Price of Panic” and includes:

•    How headlines can contribute to client anxiety 
•    How Google searches for “recession” correlate to crises 
•    How to help clients realize how fear-based decisions can hurt long-term results

Learn more here 


The coronavirus (COVID-19) pandemic and recent market volatility have undoubtedly presented you with new challenges as you care for your family, community and business. We hope that you lean on Fidelity as a source of stability during these uncertain times.

I want you to know that everyone at Fidelity is completely committed to helping you by delivering the insights, expertise, and services you need to continue to serve your clients. Supporting you and the Fidelity associates who help you are our top priorities. That starts with listening.

Here are the top themes we're hearing from you, our clients, and how we've been responding. If we can do anything more to support you, I encourage you to send me a note.

Continuing to Serve You Well
We are committed to providing you with the strong support and service you have come to rely on from Fidelity. We are ensuring that our client experience, operations and asset servicing teams are available to serve you. With high demand, we are seeing record levels of client interactions. Our associates are working incredibly hard to help you as quickly as possible, and we ask for your patience if there are wait times.

Sharing Our Business Continuity Plans and Helping to Support Yours
Fidelity has well-developed preparedness plans that address a range of issues, including contagious illness, to ensure our business continues to meet your needs. We utilize a variety of strategies, which include offering remote access, shifting work, and social distancing. We are also ready to implement additional strategies such as off-shifting, and reallocating technology to support our most critical and customer-facing processes. More details on Fidelity's plans can be found here.

At the same time, we know that you are also likely evaluating your own business continuity plan. We will be hosting a webinar on March 19 at 11:30 a.m. ET where we will share best practices to help your firm, employees, and clients be better prepared. Please register for the webinar here.

Delivering Insights 
Given the impact the coronavirus outbreak is having on the markets, we are regularly delivering and updating a wide range of materials to help your firm navigate market volatility and to help you provide appropriate insights and information to your clients. We're also hosting regular calls with our market experts, for which you can register on this site.

On behalf of everyone at Fidelity, I want to thank you for being a valued client. We are here to support you during these unprecedented times.

If there's anything more we can do, please reach out to me or your Fidelity relationship manager.


Mike Durbin
Head of Fidelity Institutional 



 Navigating Volatile Markets with Invesco
 In this time of uncertainty, we understand your health and the health of those around you is your top priority. The significant disruption we’re experiencing seems to have permeated everything from our lives to the markets to businesses around the world.
With global economic news and data shifting rapidly, we’ll be hosting a semi-weekly call, starting 3/17, with Global Market Strategist Brian Levitt. Each call will feature key PMs across our fundamental active franchise and ETF franchise.
We’ll discuss:
 •    Macroeconomic update with the latest things you need to know
•    Asset class and portfolio insights from key Invesco investment professionals
•    Ways to engage your clients during these uncertain times

Dates: Tuesday and Thursday from March 17 through April 9
Time: 4:00 PM ET
Dial-In Information: 800.684.7807
Add to Calendar

Brian Levitt
Global Market Strategist

March 17 Speakers:
CIO, Head of Municipals Mark Paris; Senior PM Scott Cottier; Head of Investment Grade Matt Brill; and Global Head of Capital Markets Eric Pollackov 
March 19 Speakers:
Sr. Director Equity ETF Strategy John Feyerer; CFA, and Senior Equity Product Strategist Nick Kalivas; and Global Head of Capital Markets Eric Pollackov 

Making sense of COVID-19: Current evidence and best practices 
Concerned about how the coronavirus may impact your business? Join us for this timely conversation with Dr. Bill Lloyd, Transamerica’s Health Director, to gain real-time knowledge regarding the COVID-19 outbreak and what you can do to protect yourself, manage the anxiety and fears of your team, and have productive conversations with your clients. Dr. Lloyd will discuss: 
     •    How COVID-19 is different from previous global disease outbreaks
     •    What we know about COVID-19 virulence and efficiency of transmission 
     •    The close connection between SARS and COVID-19 and a comparison of the financial impact of each 
     •    Which risk factors exist for developing severe illness 
     •    Recommendations for preventing the spread of COVID-19 
Making sense of COVID-19: Current evidence and best practices
Wednesday, March 18
4 p.m. ET

Register Now  


You’re here for your clients, we’re here for you

The market turmoil continues as the country grapples with the COVID-19 outbreak while institutions take additional precautions and focus on business continuity plans. Like you, we are closely monitoring developments as they occur, recognizing that it is an incredibly fluid situation.

It is in times like these that your clients lean on you even harder – and you and your firms rally, doing everything you can to help them through tough environments. Preparing for the worst while staying calm and keeping things moving forward can sometimes be a balancing act.

Our teams stand ready to help you. We hope you’ll lean on us like your clients lean on you. That’s our job. Schwab has business continuity plans in place and we will do everything we can to minimize any service disruption as the situation evolves.

During this time, we will continue to provide resources through our service teams, a wide spectrum of online resources and digital self-help tools that make work processing convenient for you. You will find the latest resources on the Advisor Services page of including links to expert market commentary.

Thank you for trusting us with so many aspects of your business. We appreciate you and know you have many choices when it comes to the safekeeping of your clients’ assets. If you have questions or thoughts to share, please send me a message at



Covid-19 Versus The U.S.: America Will Win

Peter Andersen, Forbes Contributor 

Read here

The rapid spread of the novel coronavirus (COVID-19) has created an international health crisis. It is serious and it is tragic. Last month in this space, we postulated on what we hoped would be the transient nature of its human health effects. Clearly, we undershot, as the global stoppage of daily human activity has reduced economic activity to a subsistence crawl.

The Virus, Then the Cure…



The Business Continuity Plan: Addressing Contagious Illness Webcast

Thursday, March 19, 2020

12–1 p.m. ET


Unexpected business disruptions can take many forms–and can derail your firm if you're unprepared.

Join us for a webcast covering how your firm can better prepare to address contagious illness, and ensure continued confidence from employees and customers.

The discussion will explore:

• Best practices for contagious illness and continuity planning

• Critical steps in creating a business continuity plan

• Why communication is essential for success

Back-up Dial In

855-771-0288   |   ID: 2746849



Investing in a

Coronavirus world.

Brian Wesbury

Chief Economist

First Trust

Replay Coming Soon

Oil at $31:

What does this mean for MLPs and Energy?

James Murchie

President, Founder and CEO

Energy Income Partners, LLC

Replay Coming Soon

Where to go now in the Equity Markets?

David McGarel, CFA, CPA

Chief Investment Officer

Chief Operating Officer

First Trust

Thursday | March 12

10:00 am – 11:00 am CST

11:00 am – 12:00 pm EST

Dial In: 888-378-4398

Passcode: 701412

Add to Calendar

Is there value in


Robert DeRochie

Senior Vice President

Client Portfolio Manager


First Trust

Friday | March 13

10:00 am – 11:00 am CST

11:00 am – 12:00 pm EST

Dial In: 888-378-4398

Passcode: 618128

Add to Calendar

High–Yield, Floating–Rate and Energy’s impact on the asset class...fight or flight?

William Housey, CFA

Senior Portfolio Manager

Managing Director of Fixed-Income

First Trust

Monday | March 16

10:00 am – 11:00 am CST

11:00 am – 12:00 pm EST

Dial In: 888-378-4398

Passcode: 866463

Add to Calendar

How do we budget risk in a Fixed–Income portfolio and think about securitized products in this environment?

Jeremiah Charles

Senior Vice President

Senior Portfolio Manager

First Trust

Tuesday | March 17

10:00 am – 11:00 am CST

11:00 am – 12:00 pm EST

Dial In: 888-378-4398

Passcode: 394150

Add to Calendar

Which thematic ETFs will you wish you bought three years from now?

Ryan Issakainen, CFA

Senior Vice President

ETF Strategist

First Trust

Wednesday | March 18

10:00 am – 11:00 am CST

11:00 am – 12:00 pm EST

Dial In: 888-378-4398

Passcode: 925451

Add to Calendar


Questions may be emailed in advance and during the call.




















































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