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Goals/Needs-Based Investing
3 Ways to Help Solve Unique Client Challenges with Direct Indexing
Direct indexing. No longer an exclusive tool of the big-account investor, it’s rapidly working its way down the food chain.
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.
Client Life Events
Lessons in Behavioral Finance: Bequest Intentions and Expectations of Older Adults
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.
Retirement
Next - The future of defined contribution Issue. 8
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.
Client Life Events
The Relationship between Changes in Wealth and Bequest Expectations
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.
Goals/Needs-Based Investing
The Investors of the Future Are Coming—and Maybe Sooner Than You Think
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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.
Client Life Events
Invested in Connecting Women: How Community Builds Confidence
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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.
Goals/Needs-Based Investing
Stress Eating Hamburger Helper, and Other Strategies for Coping with Inflation
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.
Client Life Events
’Tis the Season for Family Money Meetings: How to Engage Female Clients in the Conversation
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.
Retirement
Understanding land-secured municipal bonds
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These deals may provide strong collateral to investors.
Retirement
Next issue no. 7: The future of defined contribution
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In this issue of next, we revisit our real estate allocation recommendations while examining how the sector fared during 2020 market volatility.
Goals/Needs-Based Investing
What is a Risk Budget?
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Three Keys to Investor-Centric Portfolio Construction.