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

Subscribe for relevant insights delivered straight to your inbox

Plan Advisors: How Are You Incorporating International Equity in Your Plan Menus?

Plan Advisors: How Are You Incorporating International Equity in Your Plan Menus?

Considering which asset classes should be represented in the international equity category for DC plan menus.

How to Build Plan Menus that Support Participants through Retirement

How to Build Plan Menus that Support Participants through Retirement

The importance of providing adequate diversification and drawdown strategies through retirement.

There’s More to Wealth Transfer than Money

There’s More to Wealth Transfer than Money

The non-financial issues related to inheritances – particularly those involving homes – are often the most complicated.

Skinny Jeans Are Out, but Saving for Retirement Is Still on Trend

Skinny Jeans Are Out, but Saving for Retirement Is Still on Trend

Taking charge of your financial future is a smart move that will never go out of style.

Finding Financial Success After the “Shecession”

Finding Financial Success After the “Shecession”

The job losses incurred during the pandemic impacted women disproportionately.

Getting Plan Menus “Just Right”

Getting Plan Menus “Just Right”

Finding the middle ground between too conservative and too aggressive in retirement plan menus.

The Importance of Authenticity

The Importance of Authenticity

How financial professionals can establish rapport and trust with clients by conveying authenticity.

If Your Retired Clients Are Feeling the Impact of Inflation, Give them a Raise

If Your Retired Clients Are Feeling the Impact of Inflation, Give them a Raise

How financial professionals can help clients cope with inflation while keeping them on track to their long-term goals.

The Prospect for Higher Taxes Under the American Families Plan

The Prospect for Higher Taxes Under the American Families Plan

President Biden’s American Families Plan would have a significant impact on taxes – particularly for higher earners.

Are Your Clients Experiencing FOMO?

Are Your Clients Experiencing FOMO?

How financial professionals can address a common behavioral bias with clients.

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.