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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.

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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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 27, 2016

The Evolutionary Fiduciary

Recent changes from the Department of Labor are giving many financial professionals added responsibilities to act as ERISA-like fiduciaries. Shelby George, JD, CEBS breaks down the new rule, its three main influencers, and offers advice on how best to evolve in this new environment.

October 26, 2016

Presidential Politics and the Impact of Populism

Populism is on the rise, as evidenced by the Brexit in the UK and candidates like Donald Trump and Bernie Sanders in the US. Our new video discusses why this is happening and what it means for investors.

October 19, 2016

Presidential Politics and Your Planning

Our Family Wealth Management group discusses how a new president will affect your taxes, and how should you plan for different outcomes.

October 17, 2016

Third Quarter 2016 International Perspective

Movements in global equity markets were relatively subdued during most of the period, but as the September meetings of the U.S. Federal Reserve (Fed) and Bank of Japan (BoJ) drew near, moderate levels of volatility returned to financial markets.

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