Emerging Asia is solidifying its place in the global technology landscape where the region has evolved from copycat to pioneer. The Ivy Investments team gives its view on how the future of innovation is gradually shifting to areas of the world previously viewed as a hub for low-cost manufacturing or assembly.
The U.S. consumer is alive and well, and has been a significant contributor to domestic economic growth in 2018. Because consumer confidence and robust spending go hand in hand, what’s the outlook for 2019?
Watch the November Ivy Live replay for our take.
We think the oil market still is early in the recovery stage with solid supply-demand fundamentals. In analyzing potential opportunities, we think several factors may affect two key industry segments.
Financial advisors often send holiday cards to clients. But what do you say to those who have experienced the death of a family member? Sending them the same card you send to everyone else may offend or alienate them. Hear how to write a supportive card that serves your grieving clients during the holidays.
Over the next few decades, client assets currently held by Traditionalists and Baby Boomers will be controlled by Generation Xers and Millennials, reshaping the traditional financial advisor model. Discover how you can plan for each generation.
Navigating generational differences can be tricky, whether you’re speaking to a younger client or chatting with a long-time client that might be your parents’ age. Knowing each generation can lead to a growing and stable practice.
We stand for a legacy of expertise, focused on delivering strong, long-term results. Our name reflects our progressive product offerings and growing global presence as we continue to adapt to the needs of investors.
Baby Boomers are gearing up to mobilize one of the greatest wealth transfers in history. Enhance your understanding of this optimistic and competitive generation and learn why connecting with their kids will benefit your practice.
1 Insured Retirement Institute. Boomer Expectations for Retirement 2014: Fourth Annual Report on the Retirement Preparedness of the Boomer Generation. (2014, April). Retrieved from: http://myirionline.org/docs/default-source/research/boomer-expectations-... 2014.pdf?sfvrsn=0
2Bloomberg Business. (2013, September 17). Preparing for the Mature Consumer Boom. Retrieved from: Bloomberg.
3 Merrill Lynch. Work in Retirement: Myths and Motivations (2014). Retrieved from: https://mlaem.fs.ml.com/content/dam/ML/Articles/pdf/MLWM_Work-in-Retirem...
4 SU.S. Trust. 2015 U.S. Trust Insights on Wealth and Worth ® Survey. Retrieved from: http://www.ustrust.com/publish/content/application/pdf/GWMOL/USTp_ARTNTG...
5 Ameriprise Financial. Money Across Generations IIsm study, Confidence and Conversations (2012). Retrieved from: http://newsroom. ameriprise.com/images/20018/MAG%20Research%20Report%20Confidence%20&%20Conversations%203-22-12.pdf
6 Insured Retirement Institute. Boomer Expectations for Retirement 2015: Fifth Annual Report on the Retirement Preparedness of the Boomer Generation. (2015, April). Retrieved from: http://myirionline.org/docs/default-source/research/iri-boomer-expectati... 2015-fifth-annual-update-on-the-retirement-preparedness-of-the-boomer-generation_2.pdf?sfvrsn=2
7 PewResearch Center. The Sandwich Generation, Rising Financial Burdens for Middle-Aged Americans. (2013, January). Retrieved from: http://www.pewsocialtrends.org/files/2013/01/Sandwich_Generation_Report_...
8 MetLife Mature Market Institute. The MetLife Study of Caregiving Costs to Working Caregivers. (2011, June). Retrieved from: https://www.metlife.com/assets/cao/mmi/publications/studies/2011/Caregiv...
9 Hearts and Wallet. Press Release Baby Boomers Who’ve Cut Apron Strings for Adult Kids Twice as Likely to Be Retired Than Ones Who Haven’t. (2015, March). Retrieved from: http://www.heartsandwallets.com/baby-boomers-whove-cut-apron-strings-for... to-be-retired-than-ones-who-havent/news/2015/03/
This information is prepared by an unrelated independent third party, BridgeWorks, and is provided for informational purposes only. Ivy Distributors, Inc., believes the information has been obtained from sources considered to be reliable, but does not guarantee the accuracy of the information provided.
