The global economy was sluggish through the first quarter of 2019. Get Ivy's view on key issues that have slowed growth and the possibility of a rebound later in the year.
U.S. mid caps are one of the most dynamic investment types in the market. Mid caps’ spot in the center of the range means they often bring strong risk/return potential for today’s nervous investor. In a time when the right portfolio construction matters more than ever, explore the opportunity to win with mid caps.
A combination of asset classes may offer lower volatility – a concern for many investors today. The Fund’s sleeve structure allows a blend of three fixed-income strategies.
Advisors are busier than ever. Wouldn’t it be great to have a virtual assistant to help schedule meetings, update to-do-lists or check on how a stock is performing? Discover how Amazon’s Alexa can keep you organized and make you more efficient.
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.
Good for you for digging into the Traditionalists. Did you know that their loyalty can easily be taken for granted? Advisors that hope to keep Traditionalists will need to stay engaged and accessible, continue to prove their worth and proactively form relationships with their heirs.
1 Brandon, E. (2014, January 27) How Seniors are Paying for Retirement.
2 Lancaster, L. & Stillman, D. (2003, March 4). When Generations Collide: Who They Are. Why They Clash. How to Solve the Generational Puzzle at Work. New York, New York: HarperBusiness.
3 Wells Fargo. (2012, July). Managing Affluence Across Generations.
4 Wells Fargo Advantage Funds. (2012). Generations of Opportunity: Capturing Tomorrow’s Untapped Markets.
5 U.S. Trust. 2012 U.S. Trust Insights on Wealth and Worth.TM
6 Forbes. (2014, August 13). The Silent Generation, “The Lucky Few” (Part 3 of 7).
7 Pew Research Center (2009, June 29) Growing Old in America: Expectations vs. Reality.
8 MetLife Mature Market Institute. (2011, June). The MetLife Study of Elder Financial Abuse. Crimes of Occasion, Desperation,
and Predation Against America’s Elders.
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.
