For Financial Professionals in the US

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

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 risks and opportunities ahead.

Global Dividend Index

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

LATEST INSIGHTS

Subscribe for relevant insights delivered straight to your inbox

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.

Plan Talk: How to Use Client Motivations to Encourage Better Social Security Decisions

Plan Talk: How to Use Client Motivations to Encourage Better Social Security Decisions

How the timing of claiming Social Security benefits can impact our long-term retirement goals.

Plan Talk: Assessing Fixed Income Options in Retirement Plan Lineups

Plan Talk: Assessing Fixed Income Options in Retirement Plan Lineups

The latest episode of Plan Talk focuses on the lack of adequate fixed income options in many retirement plan lineups.

Assessing the Value of Financial Advice: More than Dollars and Cents

Assessing the Value of Financial Advice: More than Dollars and Cents

Survey findings indicate that investors who work with a financial professional are more confident about making financial decisions.

Protecting Plan Participants from Cyberthreats in the Age of Remote Working

Protecting Plan Participants from Cyberthreats in the Age of Remote Working

Plan sponsors should carefully screen service providers to help ensure plan participants are not vulnerable to cybersecurity threats.

Marching to a Million: How to Keep Financial Goals on Track When Starting a New Job

Marching to a Million: How to Keep Financial Goals on Track When Starting a New Job

Three steps to help those who have recently started new careers stay on track to their long-term financial goals.

Marching to a Million: How to Navigate the Post-COVID Job Market

Marching to a Million: How to Navigate the Post-COVID Job Market

Advice for young adults who may find their career prospects dimmed in today’s challenging job market.

How Trump’s Second-Term Tax Ideas Could Impact Investors

How Trump’s Second-Term Tax Ideas Could Impact Investors

The Trump administration has proposed several tax policy ideas that have important implications on how to plan for the future.

What “Equalizing” Retirement Contributions Could Mean for Investors

What “Equalizing” Retirement Contributions Could Mean for Investors

A deeper look into the Joe Biden tax plan with a synopsis of the plan’s proposal to equalize tax treatment for retirement plan contributions.