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Market Outlooks
Asset Allocation Viewpoints
Our Asset Allocation Viewpoints can help you have more actionable conversations with clients. Get the latest thinking from our Asset Allocation Committee—comprised of some of our most senior investment professionals—to find out what’s resonating with other intermediaries.
Client Life Events
Asset Transfer and Legacy Planning
As you prepare for the greatest wealth transfer in history, deepening client relationships across generations will be essential to the long-term health of your business. Discover insights on family dynamics and a tool to help you develop a strategy for key clients.
Client Life Events
Special Needs Planning Checklist
This piece is approved to use with clients.
Confidently checking all of the boxes means individuals with special needs and caregivers can plan for a better future.
Business Development
Insights into Advisor Wellness: Stress and Satisfaction Are (still) Defining Factors
A look at the results of FlexShares research on advisor wellness. The paper reveals key stressors and the divergence of those stressors based on gender, age, marital status, firm types and services offered.