What advisory teams should focus on to attract business owners to their book of business.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Discover how tax changes under the One Big Beautiful Bill Act can enhance clients' charitable giving strategy and maximize their philanthropic impact.
What advisory teams should focus on to attract and retain clients who are the cusp of inheriting wealth from the previous generation.
Three fresh perspectives for advisors to consider as they meet with current and prospective clients.
Recent news and developments to help facilitate wealth planning conversations between financial professionals and their clients.
How to align investors' behavioral preferences with strategies that can enhance their retirement confidence.
Nearly 90% of affluent investors work with multiple advisors or institutions. This presents an opportunity to deepen client relationships.
Our 2025 Investor Survey found that investors are piling more money into cash as they near retirement.
Our 2025 Investor Survey found that recent market volatility increased the level of concern affluent investors had regarding their ability to generate retirement income.
The findings from Janus Henderson’s latest Investor Survey present an opportunity for advisors to address investor psychology in their practices.
Tax-code changes introduced by the One Big Beautiful Bill Act have improved the tax benefits related to gifting Qualified Small Business Stock.