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.

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Mental Health Habits to Cultivate and Share

Mental Health Habits to Cultivate and Share

The importance of prioritizing mental well-being as we continue to cope with the isolation of the pandemic.

The Art of WOW: Meeting Your Clients’ Unstated Needs

The Art of WOW: Meeting Your Clients’ Unstated Needs

Create meaningful connections with clients by seeking to surprise and delight them through unexpected actions.

Build Your Ideal Business in Three Phases

Build Your Ideal Business in Three Phases

A three-phase plan to identify clients who energize you, envision your future business, and test and implement changes to your day-to-day practice.

Back to Basics: Three Steps to Reinvigorate Your Client Relationships

Back to Basics: Three Steps to Reinvigorate Your Client Relationships

Making meaningful connections with clients is the foundation of any successful practice – particularly during times of crisis.

For Many Investors, Pandemic Fears Overshadow Portfolio Losses

For Many Investors, Pandemic Fears Overshadow Portfolio Losses

Our survey found that many investors are more concerned about the impact of COVID-19 on their health and their families than losses in their portfolios.

How to Help Female Clients Navigate Life Transitions in Uncertain Times

How to Help Female Clients Navigate Life Transitions in Uncertain Times

Everyone’s life is disrupted right now, but women going through major life transitions are dealing with yet another layer of uncertainty.

Financial Infidelity: When Spouses Have an Extramarital Affair with their Wallets

Financial Infidelity: When Spouses Have an Extramarital Affair with their Wallets

How advisors can help clients navigate – or prevent – the growing problem of financial infidelity.

A Financial Professional’s Guide to the Coronavirus Correction

A Financial Professional’s Guide to the Coronavirus Correction

How advisors can help clients cope with market uncertainty through behavioral finance, strategic tax planning and a review of fixed income mandates.

The Spirit of WOW

The Spirit of WOW

Capturing the spirit of WOW requires going beyond thoughtful gestures to meet the unstated needs of clients.

The Art of Storytelling

The Art of Storytelling

Michael Futterman, Head of Knowledge Labs® Professional Development, discusses the art of storytelling as a guest on the podcast “Becoming Referable.”

Strengthening Client Relationships

Strengthening Client Relationships

Lindsay Troxell, Director, Knowledge Labs® Professional Development, shares four steps that can put you on the path to client nirvana.

Retire the Referral

Retire the Referral

How do you stack your book with stellar clients? Michael Futterman, Assistant Vice President of Knowledge Labs® Professional Development, explains how to achieve great results by asking your best clients for help.