As the current market expansion continues to mature, the one size fits all attraction of some passively managed fixed income strategies could expose investors to a greater variety of risks than their equity counterparts. We believe in a more nimble approach.
CES 2020 was the site of groundbreaking technology that may have far-reaching implications for investors and the world economy. Our Ivy Live panelists discussed their most important takeaways about the trends driving the next wave of innovation.
Heading into 2020, global growth has slowed considerably. Trade continues to be a major headwind to the expansion, however, economic fundamentals – low unemployment, rising wages and sustained consumer confidence – are healthy. Meanwhile, the longest-running bull market in history now is also the best performing. What does it all mean?
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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?
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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.
