The Eaton Vance Advisor Institute is committed to providing unique insights to help financial advisors connect more completely with clients.
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Individual Investor
If you are an individual investor and have a Mutual Fund account with Eaton Vance, click here to log into your account.
Investment Professional/Financial Advisor
Effective November 30, 2011, all investment professionals/financial advisors will be required to register with a unique user name and password to access the rich content of the Eaton Vance advisor portal.
If you've visited us before, please login using a user name and password that are unique to you. Or, if you're a first-time visitor, please register below to experience the full benefits of your relationship with us through select access to our timely insights and valuable advisor-only resources.
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6 Essential Resources for Advisors
Advisors who register with Eaton Vance can experience the full benefits of their relationship with us by gaining access to our timely insights and valuable advisor-only resources. Registering is easy and only takes a moment.
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1. Eaton Vance Monthly Market Monitor
Register and we’ll automatically sign you up to receive a monthly subscription to this essential economic and asset class insights package.
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2. E-Alerts
Sign up and automatically receive the latest quarterly fact sheets, sales ideas and value-added materials for the Eaton Vance funds you track.
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3. Tools and Calculators
Leverage our muni ladder scenario builder, income tax calculator and the "pick list" to easily access your Eaton Vance funds.
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4. IP Use Only Content
Download sales ideas, white papers, timely research and insights, webcasts and podcasts to help support your practice.
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5. Timely Thinking
Subscribe to the latest market and asset class insights from leading investment strategists, such as Richard Bernstein of Richard Bernstein Advisors LLC and legislative expert Andy Friedman of The Washington Update.
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6. Practice Management Insights
Access the Eaton Vance Advisor Institute, our exclusive, resource-rich professional development program to nurture relationships, inspire conviction and attract new clients.
Register with Eaton Vance to take advantage of essential resources for advisors. We’ll automatically sign you up to receive a monthly subscription to the Monthly Market Monitor and you will have access to our valuable financial advisor use only content and timely thinking.
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May 2012 Monthly Market Monitor
A timely, in-depth market review that tracks four distinct categories of data
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Eaton Vance and Your Financial Future
Seven smart questions to ask about investing for retirement and beyond.
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