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Retirement
Helping Millennial Women Close the Retirement Savings Gap
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Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Alternative Investments
Streaming Income - Private Equity: Where LPs Need to Do Their Homework Now
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From fund-life extensions to ESG and diversity efforts, limited partners (LPs) have no shortage of factors to consider when evaluating PE investments. Barings’ Elizabeth Weindruch provides first-hand insight into the latest challenges facing PE investors today.
Retirement
What volatility means for retirement plan participants
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Market volatility doesn’t have to interfere with retirement outcomes. Here are three ways volatility can impact plan participants and three ways to manage it.
Alternative Investments
The Case for Liquid Alternatives, Especially Now
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While we have long advocated that alternatives should be a core allocation within any diversified portfolio, we believe that in this environment they will be even more helpful to investors.
Alternative Investments
Don't Judge a Private Equity Fund by its Number
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At Barings, contrary to popular belief, we believe that identifying high-quality opportunities in emerging and diverse private equity managers can deliver attractive risk-adjusted returns to investors.
Children & College Savings
What Can a 529 Be Used For? More Than You May Think
What constitutes a qualified educational expense? When that question relates to 529 savings plans, the answer may be broader than you think.
Retirement
Approaching Retirement: 3 Smart Money Moves in Your 50s
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After you turn the big 5-0, you need to get serious about retirement planning. Here are three things to do now to prepare for a brighter future for yourself and your loved ones.
Children & College Savings
Making the Case for College Savings
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American Funds provides resources to answer common client concerns and demonstrate how a 529 plan can help your clients pursue their college-savings goals.
Children & College Savings
Expand Your Practice With 529 College Savings Plans
For many advisors, college savings represents an untapped practice-building opportunity. Learn how successful advisors use it to cultivate client interest and build a bigger client base.