| April 2015 | |
| Time to Invest in Change |
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After significant multiple expansion over the last two years, some of the best remaining opportunities for equity investors may lie with stocks that are due for a change in market sentiment as the company enacts dramatic changes to its business. Dan Kozlowski, Portfolio Manager of the Janus Contrarian Fund, explains how a slow-growth economic environment has forced more companies to make the types of changes that can reshape their long-term destinies, and outlines where he is seeing some of the most promising change opportunities emerge. - Read More |
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| April 2015 | |
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The Next Wave of Financial Planning |
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Eight Actions You Can Take Now to Better Compete in an Endlessly Changing Advice Marketplace. Investors have high expectations for the value they receive from advisors. Yet technology innovation and new client engagement techniques are outpacing advisor adoption. A recent survey1 shows that:
- Read More 1 SEI Advisor Survey on Financial Planning, August 2014, N=1,019 |
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| April 2015 | |
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MassMutual CareChoiceSM One Prepare for the possibilities |
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People are living longer than ever. This means more years to enjoy retirement. However, living longer comes with a new set of challenges, including the possible need for long term care. MassMutual CareChoiceSM One is the first single-premium LTC/life combo with the power of dividends. - Read More |
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| April 2015 | |
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A New Approach to Retirement Income: Next-Gen vs. Traditional VAs |
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Jefferson National partnered with award-winning Professor Wade Pfau to study the risks, benefits and income potential of low-cost Flat-Fee Investment-Only VAs (IOVAs) and Guaranteed VAs. The conclusion: Flat-Fee IOVAs are more likely to generate income and build wealth—while guaranteed VAs are more likely to deplete wealth. - Read More |
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| April 2015 | |
| The 401(k) Paradigm Shift |
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Sign up now to receive a copy of our exclusive brochure, The 401(k) Paradigm Shift: Why Plan Sponsors are Seeking Guaranteed Income and How Advisors can Help. In this brochure, you’ll learn the reasons behind plan sponsors' growing retirement anxiety and detailed strategies that can help provide them and their employees with guaranteed lifetime income. - Read More |
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| April 2015 | |
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The Efficient Frontier of Succession: Maximizing Practice Value |
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Would you like to substantially increase the value of your practice? Download "The Efficient Frontier of Succession: Maximizing Practice Value" white paper now, and learn:
- Read More |
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