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Thought Leadership in Action

Navigating the Horizon: Market Trends and Economic Outlook for Life and Annuity Professionals and Financial Advisors

In the ever-evolving landscape of life and annuity professionals, along with financial advisors, find themselves at the intersection of market trends and economic outlooks. Understanding the currents of the financial markets is not just a skill but a necessity for those entrusted with guiding clients through the complexities of life insurance, annuities, and broader financial planning. I...

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What to Know About ESG Funds

Environmental, social and governance (ESG) funds are an increasingly popular — and controversial — financial investing option. Advisors can help clients assess the merits of ESG funds, the expected returns and how to get started. ESG funds are investment vehicles that focus on sustainable, ethical and socially responsible investing while still generating strong returns. ESG investing cri...

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Revisiting Investment Strategies as Inflation Wanes

With inflation receding in recent months, financial advisers can help clients assess whether portfolio adjustments made during the peak inflation of 2021 and 2022 still make sense in a sub-5% inflation era. Advisers can help clients readjust their outlooks while retaining hedges for those clients concerned that inflation will remain elevated. Reconsider the 60/40 Portfolio Even investmen...

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For Financial Advisers: Business Trends to Watch in 2021

ROGER WOHLNER, TheStreet, JAN 4, 2021 From virtual meetings and sustainable investing to succession plans, here are 2021 strategies for financial advisory firms. As we look ahead into 2021, it will be interesting to see what’s next for the financial advisory business. We saw changes in the financial advisory landscape in 2020 due to the COVID-19 pandemic. In some cases the pandemic accel...

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