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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

October 07, 2015

October 2015 YourShare

World financial markets swooned during August as concerns over slowing global economic growth resurfaced. Recent reports on the U.S. economy remained generally good, however, and this helped quell investor nerves to a degree near month-end.

October 07, 2015

October 2015 Perspective

Following their two day meeting in mid-September, members of the U.S. Federal Reserve’s policy setting Federal Open Market Committee (FOMC) decided not to adjust the federal funds policy interest rate. The rate will remain within the current 0% to 0.25% range, where it has been since December 2008.

October 05, 2015

Webinar: Market Volatility

Recent market volatility has raised many questions. Managing Director, Christopher Petrosino, and Darin Leone, Portfolio Strategist, respond to the uncertainties facing investors today and what to expect going forward.

September 22, 2015

Shedding Some Light on CITs

Early Collective Investment Trust Funds (CITs) were pools of securities, traded manually, and typically valued only once a quarter. Today, there is growing concern over how 401(k) plans are structured and the costs involved. Here we look at some of the myths these investment products still carry and shed some light on their benefits and how they should be used.

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