For Financial Professionals in the US

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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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Invested in Connecting Women: How the Founders of The Wealth Edit Came Together to Fill a Void

Invested in Connecting Women: How the Founders of The Wealth Edit Came Together to Fill a Void

An interview with Lauren Pearson and Emily Lassiter, financial advisors and co-creators of The Wealth Edit.

Time for an IPS Refresh: Incorporating Emerging Trends into Your Plan Design

Time for an IPS Refresh: Incorporating Emerging Trends into Your Plan Design

Three areas where well-intentioned but unclear or outdated IPS language can create problems for plan sponsors.

’Tis the Season for Family Money Meetings: How to Engage Female Clients in the Conversation

’Tis the Season for Family Money Meetings: How to Engage Female Clients in the Conversation

As families gather together this holiday season, it may be the ideal time to have those tough yet critical discussions about long-term financial plans.

Time to Refresh Your IPS: An Expert’s View

Time to Refresh Your IPS: An Expert’s View

Three areas where well-intentioned but unclear or outdated IPS language can create problems for plan sponsors.

Invested in Connecting Women: If Not Now, When?

Invested in Connecting Women: If Not Now, When?

A conversation with Shannon Spotswood, president of RFG Advisory and founder of StrongHer Money, which is dedicated to helping women take control of their financial lives.

Walking a Mile in Her Shoes: On Relating to the Challenges of Female Clients

Walking a Mile in Her Shoes: On Relating to the Challenges of Female Clients

Despite her background in finance, the author explains why she can relate to many of the challenges female investors face.

What Athletes Can Teach Us About Investing Discipline

What Athletes Can Teach Us About Investing Discipline

How the strategies athletes rely on to reach their goals can translate to investing.

Ego Is the Enemy: Don’t Let Hubris Be the Downfall of Your Estate Plan

Ego Is the Enemy: Don’t Let Hubris Be the Downfall of Your Estate Plan

Talking about end-of-life issues means coming to terms with mortality, which can be a serious threat to our ego.

A Dollar Saved Is a Dollar Earned: The Importance of Financial Lessons from Parents

A Dollar Saved Is a Dollar Earned: The Importance of Financial Lessons from Parents

Research shows that receiving financial education from our parents can lead to improved financial behaviors.

The Other Letter in ESG is a W(oman)

The Other Letter in ESG is a W(oman)

Strategies for engaging with female clients on the topic of ESG investing.

It’s Time to Get Your Student Loans in Order

It’s Time to Get Your Student Loans in Order

Federal student loan borrowers should start preparing now to resume their repayments when the moratorium ends next year.

Invested in Connecting Women: Face Your Financial Truth

Invested in Connecting Women: Face Your Financial Truth

The inaugural episode of our new Invested in Connecting Women podcast.