MOST VIEWED FUNDS FROM LAST WEEK
- Global Technology Fund
- Small Cap Growth Fund
- Growth Opportunities Fund
- Ultra Short Duration Income Fund
- Equity Income Fund
- Short Duration Bond Fund
- Income Fund
The U.S. and global economic recoveries are unlikely to be “V-shaped” as businesses and consumers remain wary of returning to pre-pandemic behavior.
July 30, 2020
2019 rankings in Barron's Top Fund Families
(published February 2020)
#8 out of 55
#26 out of 52
#8 out of 45
Refinitiv Lipper fund awards
Best Fund over 3 years and 5 years (Mixed-Asset Target Allocation Moderate Funds category)
Best Fund over 3 years (Core Bonds Funds category)
Equity Outlook | Q3 2020
Mid-year insights: Assessing the risks
We discuss the potential impact of a second wave of the coronavirus and we offer insights on how businesses are faring as COVID-19 restrictions are eased.More »
Capital Markets Outlook | Fixed Income Outlook
Advisor Tech Tips
The COVID-19 pandemic has likely made retirement and estate planning a top-of-mind issue for your clients.
July 20, 2020
Headlines you need to know this week — August 4, 2020
Survey finds advisors focus on growth Many financial advisory firms are focused on growth, according to a survey conducted from January through April. The survey found that 73% of firms plan to hire more advisors over the next 12 months. In addition, respondents noted that they had been adding services such as tax and estate planning, and lifestyle management, which helps to build client relationships.
Advisor communications change under pandemic In a recent survey, 57% of investors said that communications with advisors had changed due to the pandemic. In addition, 62% said they would maintain these new methods of communication after the pandemic ends. According to the survey, 58% said they preferred telephone calls, 46% used email, and 36% engaged in video chat. Other communication channels used were text, in-person, and social media.
Investor optimism declines Bullish sentiment fell in the recent AAII Investor Sentiment Survey, losing 5.8 percentage points, while bearish views moved only slightly higher. The biggest advance in the survey was toward a neutral position, which gained 4.2 percentage points. Bearish sentiment — that stock prices would decline in the next six months — gained 1.6 percentage points.
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