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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.
Tax Management
[UPDATE] Help Clients Keep More: Managing the impact of taxes in a personalized way
Explore Envestnet and BlackRock’s perspectives on trends taking shape in the world of tax management and discover new technology solutions to better scale your practice for future growth.
Leveraging Technology & Data
[Webinar] Think Beyond: Building Your Business with Managed Models
The pandemic has accelerated a shift in market conditions that calls for rethinking portfolio allocations. How you respond could make a big difference for your clients and your business.
Leveraging Technology & Data
Tech in Business
98% of advisors say that technology impacts their decision to join a new firm, with 70% saying it ‘significantly impacts’ that choice.
Fixed Income Insights
Portfolio makeover: Are there hidden risks in your bonds?
To help you spot hidden risks in your bond allocations, this portfolio makeover tackles three common fixed income issues and serves as a case study for ways to add stability to your portfolios.
Business Development
5 ways to make your workplace a better place
Organizational psychologist Adam Grant shares five ideas that he believes could go a long way toward improving the sometimes contentious relationship between labor and management.
Fixed Income Insights
6 ways to use munis under the new tax law
Tax reform removed several major deductions, leaving munis as one of the best remaining tax-advantaged vehicles. Learn how to make the most of them.
Leveraging Technology & Data
Rise of the Humans: Can Advisors Thrive in a Machine World?
The robots are no longer coming – they’re already here. And yes, they are after your job.