Quarterly Financial Update FAQs

Let's clarify your common questions!

What is the purpose of the Quarterly Financial Update?

• It's designed to give readers a quick overview of markets and the economy. 

Is this FINRA reviewed?

• We submit this to FINRA once the data is live and the campaign is activated. It will be located in the compliance PDF once reviewed.

Where do the economic gauge meters come from? What is the purpose?

• They are modeled after the City National Rochdale Speedometers, which give viewers a fast visual summary of complex information.
• Each gauge also includes a few sentences highlighting risks and opportunities.
• The original site the gauges come from can be found under the sources section on the Landing Page.  https://www.cnr.com/insights/speedometers.html 

Can I change the gauges?

• Regrettably, the gauges are hard-coded so it wouldn't be possible to change them at this time. Changing the image may be possible in future updates, stay tuned!