Latest perspective

New York confident about recovery

New York leaders are confident about the state's economic recovery.

Active Insights

Chris Galipeau, Senior Market Strategist, offers research-driven insights to help you position portfolios.

Active Voice

A platform for new ideas and insights on public policy and financial sector issues

Markets and economy

• Capital Markets Outlook
• Fixed Income Outlook
• Equity Outlook
• White papers
• Infographics
• Weekly Economic Update
• Webcasts

FundVisualizer^®

View and compare over 30,000 funds, ETFs, and indexes. Create presentations. Free for advisors.

• Launch FundVisualizer
• Watch tutorials on how to get started

TargetDateVisualizer^™

This innovative tool helps plan sponsors compare glide paths to select a target-date strategy.

Visualize target date funds

Tools and calculators

• Tax-Equivalent Yield Calculator
• Order literature
• CD vs. municipal bond calculator

Frequently requested forms

• Mutual Fund Account Application (PDF)
• Designation of Beneficiary (PDF)
• IRA forms and applications

Ideas for wealth management

Top questions from advisors about taxes

Advisors are fielding many questions about taxes and the outlook for tax increases under the new administration.

Resources for your business

• Prospecting to women
• Social media
• Advisor Tech Tips
• Continuing education
• Portfolio Solutions

Resources for your clients

• Order literature
• Investor education
• Client seminars

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