Our 2021 Essentials of Wealth Planning is designed to help financial
services professionals stay informed of key events and trends that could
impact your most valued clients in the year ahead.
This comprehensive update covers the latest events and emerging trends in the retirement planning and wealth management space, including:
- Election, Legislative and Regulatory Update
- Goals-Based Investing in an Unsettled World and Mitigating Political Bias
- ESG Investing: What’s in a Label?
- Prospecting in a Virtual World
- Rethinking Life Expectancy Assumptions
A high-conviction active high-yield portfolio that focuses on taking the appropriate amount of risk through the credit cycle
Multi-Sector Income Fund
For investors seeking a steady stream of high income with lower risk than a dedicated highyield strategy
Developed World Bond Fund
Investing across a wide range of fixed income securities, the Fund seeks income and total return while actively managing duration and credit exposure
Global Sustainable Equity Fund
By focusing on companies that have a positive impact on the environment and society, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns
Short Duration Income ETF
Our Cash PLUS ETF - A capital preservation and income-focused ETF that seeks returns above cash
Be in the Know
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Download the Guide
2021 Financial Planning Limits and Tax Rate Schedules
Comprehensive wealth planning strategies to provide unparalleled value to your best clients throughout the year with ideas on tax, financial, estate and retirement planning.
2021 Essentials of Wealth Planning
Watch the on-demand replay, featuring wealth strategies expert, Matt Sommer, CFA, CFP, CPWA, for a deeper dive into this year's Essentials of Wealth Planning.