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Human Capital
Building an inclusive practice: Unlocking diversity capital
Growth is no longer just about acquiring assets. In fact, as the population in need of financial advice grows and diversifies, so, too, must the advisory teams that serve them.
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.
Regulatory Education
2022 Financial Planning Limits and Tax Rate Schedules
Curated content for RIAs.
Addressing the complexities of financial planning can be difficult.To help, Janus Henderson has created a guide to assist with: 2022 Tax Rate Schedules Comprehensive Income Tax Exemptions and Deductions Social Security Planning Coverage and Limits Medicare, Health Care and Retirement Plan Limits Estate and Gift Tax Planning Amounts Education Credits and Deductions Investment Planning
Business Development
Making the Transition from Managing Assets to Managing Wealth: An Advisor's Checklist
This piece is approved to use with clients.
A brief checklist of considerations for adding managed portfolios to your practice.
Goals/Needs-Based Investing
Outcome-Based Investing Guide
This piece is approved to use with clients.
When investors focus too closely on investment performance, they can lose sight of their goals and instead focus myopically on beating the benchmark. Enter Outcome-Based strategies, which seek to provide investment outcomes that fit the profile of common investment goals. That way you can match your portfolio’s outcomes with your goals. Here's our overview of how Outcome-Based Investing can fit within your financial planning.
Retirement
Income Comparison: Two Approaches for Retirement
Retirees have different needs from their portfolios, so you might expect a portfolio’s investment strategy to be aligned with those needs. Although the income approach isn’t always preferred, new research shows it can be a viable alternative to a total return approach.