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.
Market trends show long-term investors generally have been rewarded over time. However, periods of extreme volatility can challenge even the most seasoned investors. Ivy believes having a perspective of the markets and the factors affecting them can be helpful in assessing current opportunities.
Discover practice tips to helping support your clients during the pandemic.
You’ve spent your career teaching clients the importance of retirement planning and how to protect their assets. But have you considered what will happen to your business when it comes time for you to pass it to the next generation of advisors?
From loyalty to impact and autonomy to experiences discover how each generation defines happiness.
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.
