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.
Despite the constant talk of tariffs and recent market volatility, we believe U.S. investors have plenty of reasons to stay optimistic. Get Ivy's view.
The people have spoken. Now get Ivy's view on the 2018 midterm elections outcome and what it means for the markets.
Did you know there is an emotional reaction within the financial decision-making process? Uncover the meaning of money and its impact on behavior and decision making.
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.
A recent study found that firms with Millennial advisors on their teams saw assets increase by an average of 20% annually, compared with 11% for those who didn’t.1
The Next Gen Advisor program will help leaders understand generational personalities and help them become more effective at recruiting and retaining the next generation of financial advisors.
1 IN Research, TD Ameritrade Institutional. (2016, Jan. 12). The Rise of the Next Gen Advisor.
2Millennials surpass Gen Xers at the largest generation in U.S. labor force, May 11, 2015, Pew Research Center.
This information is prepared by in part 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.
