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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.
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.
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.
May 20, 2016
A new wave of 401(k) litigation and the Department of Labor’s (DOL) impending conflict of interest regulations has the retirement industry aflutter. With so much activity in the realm of “fiduciary best practices,” it is difficult to keep track of what has changed and what has remained the same.
The widely anticipated final fiduciary rule from the Department of Labor (DOL) is here. As expected, the rule broadly expands the definition of fiduciary investment advice but provides welcome flexibility for providing general education materials to participants without triggering fiduciary liability.
May 18, 2016
Investing in companies that can grow their earnings at above-average rates is particularly important in today’s slow-growth economy. We explore the case for growth stocks in our new post, “Go For Growth” Still a Sound Strategy in Today’s Market.
May 12, 2016
Brazil’s Senate voted yesterday to hold an impeachment trial for President Dilma Rousseff. Learn more about our perspective and what this means for investments in our Update on Brazil post.
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