The Fed has taken unprecedented steps to inject liquidity into the market in response to COVID-19. This action has provided some stability in fixed income, but uncertainty still remains. Several Ivy portfolio managers share their views on navigating the rapidly evolving fixed income landscape.
The debate over the merits of active and passive investing has been going on for some time. Ivy believes investors can derive the most long-term benefit through exposure to well-researched actively managed funds.
Market volatility can be unsettling, but history shows that prices have returned to less volatile patterns over time. That can be good news for long-term investors.
Don’t let the current crisis prevent you from growing your business.
Passing on life lessons from generation to generation is important, especially when it comes to topics like money. Discover strategies to raising financially smart kids.
Xers - hitting the big 5-0 is a big milestone. Uncover the three essential plans you may want to consider to protect your family and yourself.
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.
Our industry is in the midst of a labor shortage. While the demand is high to fill open roles, Millennials are showing little interest in pursuing a financial advisor career path. As a result, by 2026 there will be a shortfall of over 312,000 advisors.1 So how do you attract the young talent?
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1U.S. Bureau of Labor Statistics. (2018). Employment Projections Program. Retrieved from U.S. Bureau of Labor Statistics.
1U.S. Bureau of Labor Statistics. (2018). Employment Projections Program. Retrieved from U.S. Bureau of Labor Statistics.
2Makovsky. (2016). 2016 Wall Street Reputation Survey. Retrieved from Makovsky Inc.
3Kantar Futures. (2017). Redefining the C-suite: Business the Millennial Way. Retrieved from American Express Services Europe Limited.
4Gallup. (2016.) How Millennials Want to Work and Live.
5Hanson, J. (2014, Feb 3). One-third of advisers plan to exit business within a decade. Retrieved from InvestmentNews.
6Achieve. (2014, Nov). Inspiring the Next Generation Workforce: the 2014 Millennial Impact Report. Retrieved from The Millennial Impact.
7Hillhouse, A. (2012, Oct. 4) Consumer Insights: MTV’s ‘No Collar Workers’.
8Execu-Search. (2017). 2017 Hiring Outlook: Strategies for Engaging with Today’s Talent and Improving the Candidate Experience. Retrieved from Execu-Search Group.
9Deloitte. (2018). 2018 Deloitte Millennial Survey: Millennials Disappointed in Business, Unprepared for Industry 4.0. Retrieved from Deloitte Touche Tohmatsu Limited.
