Two reasons active management may be coming back into favor With changing economic and market conditions, the time may be right for actively managed U.S. large-cap funds to take the lead.

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For RIAs, 2017 Is All About the Clients Advisors expect to spend more time this year on building relationships and finding new clients.

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Challenges in the ESG Environment Environmental, social and governance (ESG) investing is a topic of increasing interest, particularly among certain investor profiles. While it’s difficult to predict how changes will play out, we believe ESG investors have reasons for confidence. Read More >

Inside the Mind of the Client, Part 1 Are investors rational or irrational? Dig into behavioral finance in part 1 of this series of articles and discover how to help your clients make good investing decisions — and avoid the bad ones.

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Use of Variable Annuities Up Slightly The increase relative to last year’s results is strongest among advisors at insurance firms.

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Empowered by Technology Technology is supposed to make our lives easier. Real business solutions offer efficiency and simplicity, not headaches.

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Income With Impact: A Guide to Green Bonds Learn how to make an environmental impact with your fixed income allocation. Read More >

Quality and Performance Drive Choice in Variable Annuities When evaluating variable annuities for clients, advisors focus on the rating and reputation of the issuing insurance company. Get the full report. Read More >