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Retirement
Top DC Trends and Developments
Curated content for RIAs.
Our Defined Contribution in Review is designed to help CEOs, CFOs, treasurers, human resource and benefits professionals and investment committees stay abreast of recent events that could have an impact on plans or plan participants. Inside you will find quarterly highlights, timely insights about the retirement readiness of plan participants, a summary of new and pending legislation, news from the DOL and other regulatory bodies, updates on ERISA cases and a brief synopsis of global retirement issues.
Active/Passive Management
Adding alpha through active management and a consumer sector focus
This piece is approved to use with clients.
Growth in emerging market economies and equity markets continues to be driven by rising levels of income and consumer spending by an expanding middle class.
Active/Passive Management
Active equity managers may outperform in the coronavirus era
This piece is approved to use with clients.
Equity investors continue to debate the merits of active versus passive management. But rather than frame the discussion in absolute terms, at Nuveen we believe it’s more important to understand how and why different market environments tend to favor either an active or passive approach. The investment landscape in the era of coronavirus invites such an inquiry.
Retirement
Helping Millennial Women Close the Retirement Savings Gap
This piece is approved to use with clients.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Client Experience
Rethink How to Win Executive Investors: The surprising impact of gender on engaging HNW breadwinners
This paper shares the results of HNW executive investor survey and highlights how gender stereotypes don't apply to this powerful group of investors.
Client Experience
How to Host Extraordinary Client Experiences
While the retirement seminar may have served you well in the past, they may not help you stand out in the future. To attract, retain and grow your client base you’ll need events that are designed around your clients’ passions.
Client Life Events
Asset Transfer and Legacy Planning
As you prepare for the greatest wealth transfer in history, deepening client relationships across generations will be essential to the long-term health of your business. Discover insights on family dynamics and a tool to help you develop a strategy for key clients.