| April 2013 | ||
| A Cry for Help from Income Investors |
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Confronted with the stark realities of income investing now, affluent investors all over the world are rethinking their approach, notes Legg Mason's just-released Global Income Survey. Yet the Survey also found income investors hungry for more knowledge and ideas -- creating opportunities for savvy financial advisors. |
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| April 2013 | ||
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How to Offer Life Settlements to Your Clients Interactive Guide for Financial Advisors, Estate Planners |
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The Lifeline Program continues to educate baby boomers, seniors, their families and Financial Advisors on life settlements as a financial option. In A 2012 study performed by ICR, uncovered that 79 percent of the baby boomers and seniors surveyed believe Financial Advisors and Insurance Agents are responsible for discussing life settlements with clients. Learn how life settlements work and why understanding the role they play in estate planning and retirement can increase assets under management for advisors and in turn, increase client retention. This interactive white paper, which includes a step-by-step description of the settlement process, promises to equip financial professionals with tools to successfully identify and introduce this alternative financial option to their eligible clients. |
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| April 2013 | ||
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MLPs: Winning Streak Broken, Growth Story Intact |
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After an off year clouded by investors’ concerns about future tax policy, ClearBridge's outlook for MLPs is again brightening. Oil and natural gas production are both ahead of estimates and the resulting infrastructure build-out is continuing. |
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| April 2013 | ||
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UPDATED Wealth at Risk: How High Net Worth Families Overpay to Be Underinsured |
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By failing to update their personal insurance program to reflect the wealth they have built, many high net worth families have insurance policies full of wasteful spending and dangerous gaps in coverage. This new white paper identifies the key areas of overspending and underinsuring based on a survey of more than 600 insurance advisors. It shows how families can take advantage of savings opportunities and strengthen coverage to achieve more effective protection, often without a significant increase in premiums. |
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| April 2013 | ||
| Heed the Warning Signs: Credit Market Liquidity Crisis on the Horizon? |
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We have been warning clients for over a year now about increasingly illiquid conditions in corporate credit markets. We believe a liquidity crisis is coming, and that few investors are prepared for the large price gaps and subsequent volatility likely to result from massive exchange-traded funds selling in an illiquid market. That said, we also see opportunity for strategic long-term investors who might be in a position to provide liquidity when other market participants are desperate for it. |
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| April 2013 | ||
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Global Bond Market Outlook |
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In our Global Bond Market Outlook, BNY Mellon's fixed income manager Standish contends that in an environment of diminished global macro risks, fundamentals rather than fear will drive returns in the coming year |
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| April 2013 | ||
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IUL is Growing. Are You Getting Your Fair Share? |
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Index Universal Life Insurance (Index UL or IUL) sales currently account for 30% of overall UL premiums.*
Download the latest whitepaper to learn more about what financial professionals are saying about IUL and what Genworth will do in the upcoming months to revolutionize the way IUL is sold. |
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| April 2013 | ||
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Natixis Global Asset Management Investor Insights |
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How have five years of volatility shaped investor perceptions on investing, risk and alternative investments? Published by the Natixis Durable Construction Research Center, this paper offers insight into the attitudes of individuals, advisors and institutional investors worldwide and identifies key trends driving today’s investment markets.
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| April 2013 | ||
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Winning Advantage: The Financial Advisor Playbook for True Integration |
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With increasing client demands, the multi-trillion dollar baby boomer retirement, lingering fears of continued market uncertainty and ongoing volatility, advisors are facing the single most important era in the history of the industry. To achieve success in this new environment, they'll need to look at their businesses and the client experience with a new set of eyes. Ultimately they'll need to leverage new technologies that enable them to work smarter and connect with clients more often. Winning Advantage: The Financial Advisor’s Playbook for True Integration takes a sobering look at the costs and challenges created by the proliferation of technologies in today’s business environment, and offers clear steps to achieving the benefits of “true integration.” |
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