Jeff Coons Fred Reish The QDIA Decision Read More>

Our Commitment to Advisors

As a committed partner for more than 20 years, we strive to provide ongoing resources and expertise to advisors. Our priority, above all, is helping advisors manage real-world risks and meet the needs of their clients. Through our broad array of thought leadership, practice management tools, and ultimately, our investment products, we are able to find solutions that best fit your practice.

Resources for Financial Advisors

We understand how important it is for you to actively monitor the environment and deliver solutions that address the real-world problems investors are facing. Learn more about our truly active investment approach, and access useful tools and resources on topics that matter most to you and your clients.

View Resources »

Resources for Retirement
Plan Advisors

In a retirement landscape that is full of new challenges, your clients rely on your expertise as the environment changes. Learn more about the tools and resources we offer to take a proactive approach to retirement.

View Resources »

Insights for Financial Professionals

April 25, 2017

Product Spotlight: Real Estate Series

Beth Mallette, Portfolio Manager and Mike Magiera, Managing Director discuss our Real Estate Series.

April 21, 2017

Research Note - April 2017

Sentiment has improved in recent months, but actual economic growth has not kept up. At what point should you consider portfolio adjustments? We discuss hard data vs. soft data in our Research Note.

April 19, 2017

Theresa May Calls for Snap Election

On Tuesday, British Prime Minister Theresa May called for a snap election on June 8, hoping to consolidate power and strengthen her Brexit negotiating position against the European Union.

April 13, 2017

First Quarter 2017 International Perspective

International equity markets turned in very strong performance during the first quarter of 2017, and although developed equities delivered strong returns, emerging markets (EM) were the notable outperformers.

April 11, 2017

Featured Product: Manning & Napier Fund, Inc. Strategic Income Series

Today’s environment has become increasingly challenging for investors that are reliant on income generation. Economic growth in the U.S. and abroad remains sluggish, valuations for both fixed income and equity securities have become less compelling, forward return expectations are relatively muted...

April 05, 2017

Monthly Outlook - April

Our monthly outlook video includes our perspective on interest rates, consumer sentiment, politics, and more.

April 05, 2017

April 2017 Perspective

Our April 2017 Perspective offers our take on the U.S. and global economy; including updates on the recent U.S. fed funds policy interest rate hike, Brexit, scandal in South Korea, and more.

April 03, 2017

REITs: Can the Best Performing Asset Class Maintain its Crown?

Since the U.S. recession ended in 2009, the real estate sector has outperformed the broader equity market. The MSCI US REIT Index has returned over 20% on an annualized basis versus the S&P 500’s 15% return. Further, Real Estate Investment Trusts (REITs) have been the best performing asset class in the market over the past 15 years...

View our Territory Map

Contact Us (888) 825-4493