White Papers

Get Well Soon: A Look Into Health Care Trends

Mon, 24 Oct 2016 20:24:00 +0000

November 2016

With health care, health insurance and pharmaceutical issuers representing approximately 10% of the high-yield index, our analysts are keeping a close eye on both regulations impacting the sector and the impending U.S. presidential election,

Position Yourself as a Personal Retirement Specialist

Mon, 17 Oct 2016 19:50:00 +0000

IRI Insight: The U.K. Heads toward the Brexit

Thu, 13 Oct 2016 21:08:00 +0000

The United Kingdom's decision to leave the European Union caught the markets by surprise, setting off a new wave of volatility.

Balancing the Need for Growth and Income in Retirement

Wed, 12 Oct 2016 15:18:00 +0000

How Sales Enablement Can Help Mitigate the Effects of the DOL Fiduciary Rule

Mon, 10 Oct 2016 18:00:00 +0000

With initial reactions and assessments of the Department of Labor’s (DOL) April ruling on fiduciary duties having subsided, a closer look at which industry stakeholders will be most impacted by the regulation

Are Investors Looking in the Right Places for Higher Returns?

Wed, 05 Oct 2016 20:59:00 +0000

Clients will often begin the investment plan construction phase with a desired return objective in mind, but the problem is that their expectations can be inflated by what they see or read in the media

How Will the Presidential Election Affect Your Investment Portfolio?

Thu, 29 Sep 2016 14:03:00 +0000

Emotions often run high in presidential campaigns. Historically, investment portfolios may be better off not reacting to them.

5 Ways to Strengthen Your Client Relationships

Tue, 27 Sep 2016 15:19:00 +0000

October 2016

Are you prepared for the changing investment environment? In the midst of recent regulatory changes and an increasingly challenging investment environment, strengthening client relationships can be critical for growing your business.

A System of Engagement to Navigate the DoL Fiduciary Rule

Mon, 19 Sep 2016 20:33:00 +0000

The 2016 Guide to Financial Alternatives

Mon, 19 Sep 2016 20:04:00 +0000