Contact our technical support help desk at
1.800.366.4673. Representatives are available between
7:00 a.m. to 5:30 p.m. CDT, Monday through Friday.
This website is designed to facilitate the transmission
of mutual fund data, account information and sales
and educational materials to investment professionals.
By accessing this site you are verifying that you are an
The Ivy investment team’s views on the global economic landscape and investment themes for 2018.
Market Perspectives / 01.08.18
Equity valuations look high – should investors care?
Are high equity valuations a concern now? Or will the current bull market continue to run?
Portfolio Perspectives / 12.07.17
Looking for innovation on a broader scale
The technology and healthcare sectors have been standout performers in '17 -- hear our take on those sectors, and where we're finding opportunity in today's market environment.
Webcasts / 01.05.17
Breaking Your Belief Limits
You’ve taught your clients about retirement planning, have you considered your own?
Attracting assets in motion
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.
Why advisors need to understand 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.