How Many Clients Could You Meet in 60 Hours?

On average Advisors spend 60 hours a year creating client-facing, compliance-reviewed, educational materials. That is 60 hours you could spend listening to your clients instead of compiling research. Ned Davis Research has kept investors on the right side of market moves for over 40 years, so let us help you provide those same insights for your clients.

WHITE LABEL INSIGHTS

Ned Davis Research offers wealth managers compliance-reviewed, monthly content that can be quickly tailored and sent directly to your clients.
Get White Label Insights at 50% off list price. Special introductory price only available until December 31st, 2018!

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Data First

Unlike other providers who start with an opinion, we start with data, and allow it to tell the story. This gives you the peace of mind that our insights are based on current market indicators and not a hunch.

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Compliance Reviewed

Our research staff works in coordination with our compliance experts to provide content that meets SEC regulations.  This alignment means that you can trust that the content has been initially reviewed and could easily be reviewed with your own compliance department.

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Market Insights

The deep insights gained by analyzing markets for over 40 years enables us to apply the right data to the right context. That experience allows us to guide you through complex market cycles.

What's Included?

» 8 monthly commentary newsletters on broad macroeconomic and investment topics

» 4 quarterly performance newsletters highlighting the prior quarter’s performance and themes,
   as well as providing a market outlook

 

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 *Customization Instructions Included

Save Time.

Simplify Your Workflow.

Set Yourself Apart.

Purchase Now for $480* 
*Introductory Pricing Available Until 12/31

 

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One Low Introductory 
Annual Payment of $480

Introductory pricing of $480 for your first year of subscription ends soon! Pricing increases to the list price of $960/year on January 1st, 2019. Don't miss your chance to purchase White Label Insights at 50% off!

 

Sample Content
(Click the pictures below to access the full sample)

 

Monthly Commentary Newsletter 

White Label Insights Monthly Newsletter Example 2018

Quarterly Performance Newsletter

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FAQs

Have questions? We've got answers. Take a look at our frequently asked questions, and if you still don't see what you're looking for, contact us for assistance.

When will I receive the newsletter?

It will be e-mailed to the email address you provided upon purchase the first week of every month.

Do you offer monthly or quarterly payment plans for White Label Insights?

At this time, we only offer a one-time annual payment via credit card.

What do you mean by compliance reviewed?

The content of White Label Insights is intended to comply with SEC regulations and has been reviewed by our in-house compliance team prior to distribution. This includes editorial consideration around the Investment Advisers Act of 1940, and specifically the Advertising Rule, including no promotion of prior calls or touting of performance, as well as no recommendation of specific securities. We also spoke to several outside compliance departments to gain insight into what’s allowed and what’s not at a variety of firms. We do advise you to share the sample newsletters with your compliance department to get specific approval. We would appreciate hearing their feedback in case there’s something we can change on our end to assist with approval.

Can I add a 3rd party disclaimer to White Label Insights to meet FINRA regulations?

Yes. You are free to add a 3rd party disclaimer, and there is a section in the newsletter for you to do so. Since the newsletters are delivered in an editable format, and you may choose to change the wording, we do ask that you adjust the disclaimer as appropriate:

  • Using our wording as is, then the disclaimer is OK as: “This newsletter is written and published by NED DAVIS RESEARCH, VENICE, FL, COPYRIGHT 2018….”
  • If you adjust the wording then the disclaimer should be: “This newsletter contains content written by NED DAVIS RESEARCH, VENICE, FL, COPYRIGHT 2018….”

 

Instead of using the newsletter in its entirety, can I use just a section of the newsletter in my client communication?

Yes; it was designed so you can customize it to fit your needs.

How do I customize the newsletter when I receive it?

You will receive instructions via email with your purchase.

 

If there is a big correction in the market, will I receive a newsletter to help with my client communication? 

Yes; the subscription is a minimum of 12 newsletters, with additional ones developed as the market dictates.

How do I receive previous newsletters again? 

Contact whitelabel@ndr.com with your specific request, and we will be happy to e-mail it to you.

If I’m not satisfied, how do I cancel the service? 

Contact whitelabel@ndr.com to request a cancellation. The subscription is annual, so you will continue to receive the newsletters through the end of your annual subscription period.

What if I have a question not addressed here?

Contact whitelabel@ndr.com, and we will assist you with any outstanding questions.

Purchase Now for $480*
*Introductory Pricing Available Until 12/31