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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.

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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.

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Insights for Financial Professionals

September 20, 2017

The True Cost of Higher Education

Student loan debt is a $1.3 trillion problem in the United States, and it’s showing few signs of slowing down. On average, borrowers owe a staggering 70% more upon graduation than their predecessors just a decade ago.

September 14, 2017

The Consumer Debt Burden [Infographic]

U.S. household debt has surpassed previous peak credit bubble levels. Check out our new infographic on proliferating consumer debt.

September 13, 2017

Converge, Volume 15: Fiduciaries: “Can someone just tell me what to do?”

Eight of ten employers say they’re concerned about an increase in fiduciary litigation. And more than a quarter listed fiduciary liability and litigation as their top 401(k) concern. Who can blame a fiduciary for thinking, "Can someone just tell me what I have to do?"

September 13, 2017

Converge, Volume 15: 3 Ways Participants are Driving a New Era of Menu Design

The industry has put immense effort into introducing new participants to retirement education and help preparing resources to assist in participants’ long-term needs. While the effort on behalf of those participants can and should continue to be a large focus, there needs to be an additional layer of planning, preparation, and servicing to those participants who are near or at retirement with a shorter time horizon, and full of diverse needs.

September 12, 2017

Economic Recovery from a Natural Disaster

With Hurricanes Harvey and Irma hitting the sun belt of the United States, natural disasters are taking a devastating toll on life and property. Our hearts go out to all those affected. In this blog, we explore the economic effects of natural disasters.

September 11, 2017

Monthly Outlook - September

Our Monthly Outlook Update provides our perspective on North Korea, the Whole Foods/Amazon deal, fixed income, and more.

September 07, 2017

September 2017 Perspective

Amid the tumultuous political landscape, it seems unreasonable to expect the combination of political uncertainty and financial market calm to last in perpetuity. We feel it is important for investors to prepare for potentially attractive investment opportunities that may arise when volatility eventually returns.

August 31, 2017

Webinar: Europe has Reached an Inflection Point

In recent years, European equity markets have lagged their U.S. counterparts due to a variety of factors. We believe, however, that the tide is turning. In this webinar, we examine the market dynamics as well as the economic and political conditions which inform our increasingly-positive view on investing in Europe.

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