2021 Essentials of Wealth Planning

Lessons Learned from Pandemics, Elections and Murder Hornets

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:

  • Goals-Based Investing in an Unsettled World
  • The Potential for Higher Taxes
  • Mitigating Political Bias
  • ESG Investing: What’s in a Label
  • The Value of Advice and Deepening Client Connections Virtually
  • Rethinking “End of Retirement” Assumptions

High-Yield Fund

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

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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.