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.
Our business continuity plan is designed to minimize the effects of any significant business interruption and associated impacts and enable critical operations to resume quickly in the event such an interruption occurs. Since the timing and extent of significant business disruptions are by nature unpredictable, we have developed a flexible plan that will enable us to respond to actual events appropriately.
Should a business disruption affect our Overland Park headquarters, your primary contact is your financial professional. If your financial professional or his or her division office experiences a business disruption, please contact us at 1.800.777.6472. If you are unable to call, go to IvyInvestments.com for instructions on obtaining account information.
Our first objective, should a business disruption occur, is safeguarding our employees and property so that we can quickly recover and resume business. Other objectives include assessing operations, protecting records and meeting our investors’ service and investment needs. Specifically, our plan addresses:
The transfer agent backs up required records in a separate facility. While any business disruption would create unique challenges, based on such factors as the time of day and severity of the disruption, our objective is to restore operations, complete existing transactions and accept new transactions and payments as soon as possible. Your orders and requests for funds could be delayed during this period.
Disruptions can vary in scope and severity. In the event that a disruption occurs at our firm, or affects the business district, city or even the region in which we are located, we have will temporarily transfer our mission-critical operations to an off-site location outside of the affected area. Should such a move become necessary, we will provide information on IvyInvestments.com. You can also reach us at our Client Services number (1.800.777.6472) for additional information on how to contact us. If a disruption is severe enough to prevent us from remaining in business, we will take all necessary steps to assure you prompt access to your funds.
