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The Ivy investment team’s views on the global economic landscape and investment themes for 2018.
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.
Portfolio Perspectives / 12.1.17
Oil supply picture clouded by global uncertainties
Recent arrests in Saudi Arabia that included members of the royal household are only one aspect of the unpredictable factors facing the oil market in 2018.
Webcasts / 12.01.17
A Successful Succession Plan
You’ve spent your career teaching clients the importance of retirement planning and how to protect their assets. But, have you considered your future? Probably not!
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.