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Ivy introduces model delivery for seven equity strategies

Seven models are available in a model-delivery format, to be available in SMA and UMA accounts, providing advisors and investors a new way to access Ivy’s strategies.

Ivy InvestEdSM 529 Plan

A flexible, tax-advantaged 529 plan that allows you to invest for future education goals.

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Market Perspectives/ 12.4.19

Long-term investors should look beyond stock market volatility

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.

Ivy Live/ 11.21.19

Corporate responsibility, ESG and the future of business

The Business Roundtable recently updated its view on the “Purpose of a Corporation” and the reactions were swift. Is it the end of capitalism or just lip service to support entrenched management teams?

Marketing Perspective/ 11.21.19

Ivy CIO Insights: Global tech and U.S.-China trade war

China’s aggressive tech ambitions and the ongoing trade war present challenges, but may create opportunities for long-term investors. Our team discussed navigating the current global technology environment amid the uncertainty.

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Webcasts / 11.01.19

The Art of Referrals

Are you looking for new leads? Discover how the art of referrals can help you continue to grow your business.

Genlink

A succession plan for the next generation

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?

Genlink

Generational happiness

From loyalty to impact and autonomy to experiences discover how each generation defines happiness.

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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.

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IVY FUNDS® mutual funds and IVY VARIABLE INSURANCE PORTFOLIOS® are managed by Ivy Investment Management Company and are distributed by Ivy Distributors, Inc., InvestEd℠ Portfolios are managed by Ivy Investment Management Company and are distributed by Waddell & Reed, Inc. These financial products are offered by prospectus only. Waddell & Reed Financial, Inc. is the ultimate parent company of Ivy Distributors, Inc. and Waddell & Reed, Inc.

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IVY INVESTMENTS℠ refers to the investment management and investment advisory services offered by Ivy Investment Management Company, the financial services offered by Ivy Distributors, Inc., a FINRA member broker dealer and the distributor of IVY FUNDS® mutual funds and IVY VARIABLE INSURANCE PORTFOLIOS®, and the financial services offered by their affiliates.

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