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Fixed Income Insights
Jackson®: Power Planning: The Multi-Generational Benefits of Trust-Owned Annuities
Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the everpresent sting of taxes and expenses in trust–owned portfolios. Did you know that trusts can benefit from the same features that individuals find in annuities? Namely, tax deferral,* income control, and diversified investment options. On the next few pages, we’re going to walk through three phases of trust planning (accumulation, distribution, and post-death planning) and show the many ways that a trust-owned annuity can be a powerful planning tool.
Human Capital
Build a More Diverse Practice Now
This piece is approved to use with clients.
A special post on why diversity matters in advisory firms.
Human Capital
Leading With Compassion and Driving Diversity
This piece is approved to use with clients.
A special post on diversity and leadership.
Human Capital
Lessons Learned: What Factors influence DE&I as Strategy
This piece is approved to use with clients.
The sixth in a series of 10 blog posts exploring how to create a diverse, equitable and inclusive culture.
Human Capital
Diversity, Equity and Inclusion: The Team Approach
This piece is approved to use with clients.
The fifth in a series of 10 blog posts exploring how to create a diverse, equitable and inclusive culture.
Human Capital
Finding Talent – Relying on Personal Networks Won’t Get You to Diversity
This piece is approved to use with clients.
Diversity, according to research from McKinsey & Company may be correlated with both profitability and value creation. Deloitte's research suggests that diversity and inclusion may not only impact performance, but also brand and corporate purpose. To reap the rewards of gender and other types of diversity, however, financial advising firms may need to adjust their recruiting mindset.
Human Capital
The Culture of Diversity – It’s a Better One According to Advisors
This piece is approved to use with clients.
Financial advising may have a diversity problem. In fact, with reportedly 81% of the financial advisors being white, advising may be one of the least diverse professions in the United States. It should be no surprise then that, according to the Knight Foundation research, only 1.3% of assets are managed by women or minority-owned firms as of 2019.
Human Capital
Diversity is Good Business for Advisory Firms
This piece is approved to use with clients.
U.S. demographics are changing and we are expected to be a minority/majority by 2045. Yet the majority of financial advisors are still overwhelmingly white, male and shrinking in numbers. FlexShares conducted a survey of investors and advisors to see if diversity was being pursued and how firms were building diverse teams.
Human Capital
The Inherent Value of Diversity
This piece is approved to use with clients.
The client of the future doesn’t look, or act, like the client of the past, or in many aspects, the client of today. As people of all identities -- race, ethnicity, gender, sexual orientations, family status, and more -- overcome historical barriers to access economic opportunities, financial advisors aiming to stay competitive may want to find ways to help a broader range of clients build wealth.
Market Outlooks
Transamerica: Make The Most Of Your Legacy
Using Transamerica's annuities in irrevocable trusts