Q4 2018 |Equity Outlook
Seeking opportunity in uncertainty
Despite risks of inflation and trade conflicts, opportunities exist for equity investors worldwide.
MOST VIEWED FUNDS FROM LAST WEEK
ESG and sustainability investing
Learn about our dedicated sustainable investing team and funds:
Social media
86% of advisors say that social media helped them gain new clients
Headlines you need to know this week — October 16, 2018
Women investors say retirement is a big worry A new survey of more than 1,000 adults over 50 found that having enough money in retirement is a top concern among women. The survey noted that 70% of women are “very concerned” about having sufficient assets to retire and 71% are worried about having enough to cover long-term care. Longevity among women was fueling the concerns, the report stated.
Advisors can build expertise in ESG with new certificate Financial advisors can add a new certification to their resume focused on socially responsible investing (SRI). The College for Financial Planning and the U.S. Forum for Sustainable and Responsible Investment have introduced the first certification for sustainable, responsible, and impact investing, according to InvestmentNews. The course will include a range of topics from trends to portfolio construction.
Retaining clients is top issue among advisors Client retention was the top issue cited in a National Association of Plan Advisors survey of more than 500 retirement plan advisors. The most “over hyped” industry trend was robo-advisors, the study found. More than half of respondents said they would like more information about health savings accounts. Among plan sponsors, cybersecurity ranked second as a growing concern.
ON TWITTER NOW
With new volatility in equities, where is the market headed next as interest rates rise, trade wars worsen, and eme… https://t.co/X2Ycf5R0UW
WEBCAST: Where is the market headed next as interest rates rise, trade wars worsen, and emerging markets face great… https://t.co/X7gqGTgMEQ
Kudos to SEC Commissioner Kara Stein for highlighting the need for a national conversation and action plan around… https://t.co/MKBGf1Qzp5
A winning team competes until the very end. Proud of the @Patriots for earning the victory. Were you there? Tag you… https://t.co/WRx889r7D2
[email protected] basketball is back with a great result on opening night! #CUsRise https://t.co/K3CSodGAMj
Catch Putnam CEO Bob Reynolds on the Name Brands podcast talking investments, retirement, and, of course, a little… https://t.co/u6xgxpRF2J
Tax Reform 2.0 may not advance beyond the House, but some proposals affecting retirement and college savings could… https://t.co/tvVeHc9tmk
Tax Reform 2.0 may not advance beyond the House but some proposals affecting retirement and college savings could s… https://t.co/h5luYjJR9m
Great time talking investments, retirement, and, of course, a little football on the Name Brands podcast with… https://t.co/U0p440xzfj
@RedSox looking strong going into a very competitive #ALCS tomorrow. #GoSox
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