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      video by Northern Trust Asset Management

      MarketScape: De-risking: Is Changing Your Asset Allocation Enough?

      May 05, 2022
      article by William Blair
      This piece is approved to use with clients.

      Tectonic Shifts in the Investing Landscape

      May 14, 2022
      report by AllianceBernstein
      This piece is approved to use with clients.

      The Hunt for Quality: Searching for Durable Stocks in Uncertain Times

      May 26, 2022
      article by T. Rowe Price
      This piece is approved to use with clients.

      Global Markets Weekly Update: May 20, 2022

      May 25, 2022
      video by AllianceBernstein
      This piece is approved to use with clients.

      2Q22 Capital Markets Outlook - Finding Sea Legs in a Storm

      May 25, 2022
      video by Northern Trust Asset Management

      MarketScape: What the Stock Market's Stumble Tells Us

      May 23, 2022
      report by Envestnet | PMC

      PMC Weekly Market Brief - May 23, 2022

      May 23, 2022
      article by Morningstar Managed Portfolios
      This piece is approved to use with clients.

      Global Convictions & Investment Outlook - May 2022

      May 20, 2022
      article by Northern Trust Asset Management

      Investment Perspective: Recession or Repricing?

      May 20, 2022
      article by Northern Trust Asset Management

      Stocks Fall on Inflation and Monetary Policy, Europe to Report Inflation

      May 20, 2022
      report by BlackRock

      Student of the Market: May 2022

      May 19, 2022
      article by Russell Investments
      This piece is approved to use with clients.

      Market Week in Review: What’s driving the volatility in markets?

      May 18, 2022
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      Goals/Needs-Based Investing

      3 Ways to Help Solve Unique Client Challenges with Direct Indexing

      audio by Morningstar Managed Portfolios

      Direct indexing. No longer an exclusive tool of the big-account investor, it’s rapidly working its way down the food chain.

      May 16, 2022
      Retirement

      Top DC Trends and Developments

      report by Janus Henderson Investors
      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.

      May 03, 2022
      Client Life Events

      Lessons in Behavioral Finance: Bequest Intentions and Expectations of Older Adults

      article by Janus Henderson Investors
      Curated content for RIAs.

      You’re invited to join Janus Henderson’s lead behavioral finance research and wealth strategies expert, Matt Sommer, Ph.D., CFA, CFP, as he helps financial professionals answer three key questions about wealth transfer and how the relationship between children and parents affects bequest intentions.

      Apr 29, 2022
      Retirement

      Next - The future of defined contribution Issue. 8

      report by Nuveen
      This piece is approved to use with clients.

      As employers continue to navigate the great resignation and subsequent war for talent, more and more are looking to their benefits packages, especially their defined contribution plans, as a strategic tool to help attract and retain talent. In doing so, there is increased interest in plan design innovation and a focus on participant outcomes. 

      Apr 22, 2022
      Client Life Events

      The Relationship between Changes in Wealth and Bequest Expectations

      article by Janus Henderson Investors
      Curated content for RIAs.

      Head of Defined Contribution and Wealth Advisor Services Matt Sommer co-authored a study examining the association between changes in wealth during the Great Recession and changes in bequest expectations. Financial professionals can use the findings to better understand shifts in bequest expectations during various economic cycles so they can provide guidance to help clients meet their long-term wealth transfer goals.

      Apr 04, 2022
      Goals/Needs-Based Investing

      The Investors of the Future Are Coming—and Maybe Sooner Than You Think

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

      Technology is enabling the investor experience to be personalized—and it's becoming available faster than you think it is. The next generation's financial goals may resemble those of their parents, but the path to getting there may be very different.

      Mar 25, 2022
      Client Life Events

      Invested in Connecting Women: How Community Builds Confidence

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

      In this episode of Invested in Connecting Women, host Olivia Hails welcomes Emily Lassiter – co-creator of The Wealth Edit – back for a conversation about how her own unexpected crisis led her to build a community dedicated to helping women achieve financial independence.

      Feb 22, 2022
      a wallet.
      Goals/Needs-Based Investing

      Stress Eating Hamburger Helper, and Other Strategies for Coping with Inflation

      article by Janus Henderson Investors
      Curated content for RIAs.

      Rising prices can cause a lot of anxiety, particularly for younger investors who may be experiencing significant inflation for the first time. Retirement Director Ben Rizzuto outlines simple steps to help ease the stress and stretch your dollar amid this hopefully temporary inflation spike.

      Feb 02, 2022
      Client Life Events

      ’Tis the Season for Family Money Meetings: How to Engage Female Clients in the Conversation

      article by Janus Henderson Investors
      Curated content for RIAs.

      As families gather together this holiday season, it may be the ideal time to have those tough yet critical discussions about long-term financial plans.

      Dec 10, 2021
      Retirement

      Understanding land-secured municipal bonds

      report by Nuveen
      This piece is approved to use with clients.

      These deals may provide strong collateral to investors.

      Sep 14, 2021
      Retirement

      Next issue no. 7: The future of defined contribution

      report by Nuveen
      This piece is approved to use with clients.

      In this issue of next, we revisit our real estate allocation recommendations while examining how the sector fared during 2020 market volatility.

      Sep 14, 2021
      Goals/Needs-Based Investing

      What is a Risk Budget?

      article by Swan Global Investments
      This piece is approved to use with clients.

      Three Keys to Investor-Centric Portfolio Construction.

      Sep 02, 2021
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