Investment Professionals

Investment Professionals

2017 Research Reveals Insight on 457 Plan Sponsors

Being a trusted partner is important to you—and it’s even more critical as the regulatory environment changes. Staying on top of shifting sentiments and...
When Investing for Income, Diversification Matters

When Investing for Income, Diversification Matters

Investors generally seek income from familiar sources, such as bonds and dividend-paying stocks. But accommodative monetary policies and low interest rates over the past...
Alternatives: Separating Fact from Fiction

Alternatives: Separating Fact From Fiction

Alternative investments have gained prominence over the past few years, especially as alternative mutual funds—also called liquid alternatives—made them accessible to a broader group...
Explore Emerging Markets

Explore Emerging Markets

High-growth potential is the number one reason investors look to emerging markets for a portfolio boost. That’s because emerging markets are where most of...
Fed Holds Rates Steady, Sets Stage for Future Moves

Fed Holds Rates Steady, Sets Stage for Future Moves

As expected, the Federal Reserve (Fed) left its interest rate target unchanged at its latest monetary policy meeting. This is consistent with the gradual...
Today's Markets May Command an Alternative Approach

Today’s Markets May Command an Alternative Approach

Underpinning investor’s retirement goals is the need to have enough income to live how they want, for as long as they need. Though that...
Social Media Creates Significant Wins for Advisors

Social Media Creates Significant Wins for Advisors

In an increasingly busy world, why should financial advisors care about social media? With a finite number of hours each day, is it worth...
Emerging Markets: Active Oversight May Have an Edge

Emerging Markets: Active Oversight May Have an Edge

Adding emerging markets (EM) to a portfolio has its benefits: the potential for high growth as well as adding balance by including investments from...
Risk-Market Rallies Meet Policy Implementation Realities

Risk-Market Rallies Meet Policy Implementation Realities

Risk markets, including stocks and high-yield bonds, have rallied strongly on the pro-growth promises of Trumponomics—President Trump’s fiscal, regulatory, and trade policy proposals. But...
Evolving the Active vs. Passive Debate

Evolving the Active vs. Passive Debate

The active versus passive debate is again in the spotlight as investors shift assets from active strategies to passive exchange-traded funds (ETFs) and products...

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