For Financial Professionals in the US

Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

LATEST INSIGHTS

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Wealth Transfer: Easy as 1, 2, 3?

Wealth Transfer: Easy as 1, 2, 3?

Three steps to prepare yourself and your clients for successful wealth transfer.

Why Women Are Critical to the Future of Your Business

Why Women Are Critical to the Future of Your Business

The importance of including women in long-term financial planning conversations.

Plan Talk: How to Engage and Motivate Retirement Plan Participants

Plan Talk: How to Engage and Motivate Retirement Plan Participants

How can plan sponsors communicate with participants to keep them engaged with their retirement plans?

What’s New in Fiduciary Breach Cases?

What’s New in Fiduciary Breach Cases?

Anticipating the next generation of potential fiduciary failures and lawsuits.

How to Effectively Engage Female Clients in the Virtual World

How to Effectively Engage Female Clients in the Virtual World

Are financial professionals prepared to engage and retain female investors as clients?

Don’t Let “Get There-itis” Crash Your Financial Plan

Don’t Let “Get There-itis” Crash Your Financial Plan

How to avoid plan continuation bias and stay on course to your financial goals.

The Hardest Part About Getting Your Finances in Order: Where to Start?

The Hardest Part About Getting Your Finances in Order: Where to Start?

53% of millennials are not sure where to start when it comes to making financial decisions.

Mitigating Political Bias in Investing

Mitigating Political Bias in Investing

Investors’ political leanings can influence how they position their portfolios.

The Not-So-Easy Steps to Investing Success

The Not-So-Easy Steps to Investing Success

Considering the lessons to be learned from the recent GameStop trading activity.

Taking Stock of Emergency Savings Account Options

Taking Stock of Emergency Savings Account Options

Exploring options for plan sponsors and business owners to help employees build up adequate savings.

Plan Talk: Best of 2020

Plan Talk: Best of 2020

2020’s final episode of Plan Talk highlights notable updates, trends and legal cases in the defined contribution space from the past year.

PEPs Are Coming: How to Position Your Practice for the New Pooled Employer Plans

PEPs Are Coming: How to Position Your Practice for the New Pooled Employer Plans

How financial professionals can continue to add value for plan sponsors and business owners who choose to adopt PEPs.