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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.

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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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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

July 20, 2017

Second Quarter 2017 International Perspective

Rising corporate profits, a generally improved global economic backdrop, and continued support from central banks sent equities higher across the globe during the second quarter. International equity markets delivered another strong quarter of returns during the April through June period, and have generated approximately 14% year-to-date.

July 13, 2017

Webinar: Accumulating Assets in IRAs

Now more than ever, investors need guidance in making investment decisions with their IRA rollovers. We offer investment solution ideas built for these challenging times as well as discuss best practices regarding fiduciary concerns when it comes to capturing your share of the $7.3 trillion IRA market.

July 13, 2017

Product Spotlight: Strategic Income

Chris McAvoy, Portfolio Strategist for Multi-Asset Class Solutions, discusses how our Strategic Income strategy takes an innovative approach to generating income in today’s low-yield environment.

July 11, 2017

Webinar: Real Estate

We highlight the benefits that Real Estate can provide an investor, the unique characteristics of the asset class, and several points to consider in evaluating your exposure.

July 11, 2017

Webinar: International Small Cap Equities

Attractive investment opportunities exist all over the world, but international small cap equities remain overlooked and underinvested. We explore this asset class, discuss where opportunities lie, and shed light on the benefits that international small cap equities may provide to investors.

July 06, 2017

Monthly Outlook - July

Where are the markets headed during the second half of 2017? We offer our take on this and more in the Monthly Outlook Update video for July.

July 06, 2017

July 2017 Perspective

Growth stocks have had a great start to 2017. As the post-election euphoria wore off, the outperformance of value names and other cyclical sectors gave way to renewed investor interest in companies with capacity to generate their own growth in a slow growth world.

July 06, 2017

Europe has Reached an Inflection Point

We believe Europe has reached an inflection point. We lay out the case for a European investment revival in our new chartbook.

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