The spread of COVID-19 appears to have the global economy on the verge of recession. What’s next? We discuss the economic and market implications of the outbreak with Derek Hamilton, Ivy Investments global economist.
Fears the coronavirus could quickly evolve into a global pandemic have wreaked havoc on the capital markets. We believe elevated uncertainties will keep market conditions wildly volatile in the near term, but the virus' disruptive affect could be temporary.
Elevated uncertainties over the coronavirus outbreak and its economic implications have wreaked havoc on the capital markets. On Ivy Live, we discussed current market conditions and how long we might be in this wildly volatile environment.
Is it time to take a fresh look at how to communicate your value?
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.
