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      article by Morningstar Managed Portfolios

      Sleeping at Night? Consider Adding an Absolute Return Strategy

      Feb 06, 2023
      article by Morningstar Managed Portfolios
      This piece is approved to use with clients.

      Global Convictions: January 2023 Asset Class Research

      Feb 06, 2023
      report by Envestnet | PMC

      PMC Weekly Market Brief - February 6, 2023

      Feb 06, 2023
      report by Nuveen
      This piece is approved to use with clients.

      Weekly Investment Commentary: Emerging investment opportunities

      Feb 02, 2023
      report by William Blair
      This piece is approved to use with clients.

      2023: Our U.S. Teams Weigh In

      Jan 31, 2023
      report by William Blair
      This piece is approved to use with clients.

      Outlook 2023: Better Than Feared

      Jan 31, 2023
      report by William Blair
      This piece is approved to use with clients.

      8 Reasons for Optimism in U.S. Stocks

      Jan 31, 2023
      report by BlackRock
      This piece is approved to use with clients.

      Global Weekly Commentary: Higher rates reinforce income’s appeal

      Jan 31, 2023
      presentation by Russell Investments
      This piece is approved to use with clients.

      Market Week in Review: Bank of Canada announces pause in rate hikes

      Jan 31, 2023
      video by Northern Trust Asset Management
      This piece is approved to use with clients.

      2023 Outlook: A Pivotal Year - On-Demand Webinar

      Jan 30, 2023
      report by Northern Trust Asset Management
      This piece is approved to use with clients.

      2023 Outlook: A Pivotal Year

      Jan 30, 2023
      article by Northern Trust Asset Management
      This piece is approved to use with clients.

      Weekly Market Update: US Stocks Lead Global Equity Decline, US Debt Ceiling Talks May Spur Volatility

      Jan 30, 2023
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      Client Relationships

      Why Sick Days Matter

      article by Janus Henderson Investors
      This piece is approved to use with clients.

      Working through illness has become increasingly common in our industry, especially with the advent of remote work. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, discusses why financial professionals tend to avoid taking sick days and how we can begin to reverse the trend.

      Aug 29, 2022
      Advisor Value & Fees

      The Value of Financial Advice in Turbulent Times

      article by Janus Henderson Investors
      Curated content for RIAs.

      Head of Defined Contribution and Wealth Advisor Services Matt Sommer discusses how financial professionals can be instrumental in boosting clients’ investing confidence and helping them stay focused on long-term goals – even in the most challenging market environments.

      Aug 29, 2022
      Client Relationships

      Ways Women Can Save and Build Wealth

      video by Principal
      This piece is approved to use with clients.

      We’re covering women’s financial wellness. You’ll learn about real steps you can take to build wealth and save for retirement.

      Aug 29, 2022
      Client Experience

      Making Portfolios Personal

      audio by Morningstar Managed Portfolios
      This piece is approved to use with clients.

      We discuss what’s driving demand for direct indexing and how advisors are embracing technology to balance personalization at scale.

      Aug 03, 2022
      Human Capital

      Investing in People

      audio by William Blair
      This piece is approved to use with clients.

      When Aoifinn Devitt created The Fiftyfaces Podcast in 2020, she wanted to showcase the diversity of the world’s investors by telling their stories. In this wide-ranging discussion, Aoifinn explains how the Russia-Ukraine conflict could change how we think about ESG, whether we’re in a new investing regime, and what she’s learned from podcasting.

      Jul 14, 2022
      Client Experience

      Creative Planning for Taxes and Distributions

      presentation by Principal

      Increase your expertise in tax and distribution planning. Manage multiple sources of income for optimal tax outcome. Take another look at Roth conversions, QCDs, and 529 plans. Consult with CPAs and other tax professionals. 

      Jul 12, 2022
      Human Capital

      The Active Share Podcast Episode #30: Investing in People

      audio by William Blair
      This piece is approved to use with clients.

      In this wide-ranging discussion, Aoifinn explains how the Russia-Ukraine conflict could change how we think about ESG, whether we’re in a new investing regime, and what she’s learned from podcasting.

      Jun 07, 2022
      Business Development

      Financial Knowledge, Investment Advice and Trading Discretion: New Research

      article by Janus Henderson Investors
      Curated content for RIAs.

      Head of Defined Contribution and Wealth Advisor Services Matt Sommer helped conduct a survey that explored the relationship between financial knowledge and the decision to seek investment advice and grant trading discretion. The results have significant implications for how financial professionals engage with clients.

      May 20, 2022
      Human Capital

      Turning Stress Awareness into Action

      article by Janus Henderson Investors
      This piece is approved to use with clients.

      Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, explains how recognizing and managing our short-term reactions to stress can help prevent its harmful long-term impacts on our health and well-being.

      May 03, 2022
      Regulatory Education

      Presentation: Top DC Trends and Developments 4Q21

      presentation by Janus Henderson Investors
      This piece is approved to use with clients.

      Recap of 4Q21 highlights, insights about the plan participant retirement readiness, 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.

      Apr 04, 2022
      Regulatory Education

      Plan Talk: A Plan Menu that Checks All the Boxes

      audio by Janus Henderson Investors
      Curated content for RIAs.

      Retirement Director Ben Rizzuto offers guidance on how to assess these options and build plan menus that meet a range of participant needs, today and into the future.

      Mar 30, 2022
      Business Development

      Direct Indexing and Personalization at Scale—How Tech Provides the Way Forward

      article by Morningstar Managed Portfolios
      This piece is approved to use with clients.

      Direct indexing and personalization used to be available only to ultra-high-net-worth investors, but technical advances and more widespread computing power are rapidly bringing those offerings to smaller investors.

      Mar 25, 2022
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