Advisor Perspectives

Most Recent

Commentary

a day ago

Fixed Income Remains Key to Long-Term Diversification

by Sara Devereux of Vanguard

Commentary

a day ago

2025 Muni Outlook: Stay Invested and Remain Nimble

by Patrick Haskell, Sean Carney of BlackRock

Commentary

a day ago

4 Reasons to Believe in This Economy

by Paul Eitelman of Russell Investments

Commentary

a day ago

Trade Wars and the U.S. Dollar

by Marc Seidner, Pramol Dhawan of PIMCO

Commentary

a day ago

Three on Thursday: The Dollar Endures: Strength, Stability, and Global Trust

by Brian Wesbury of First Trust Advisors

Commentary

2 days ago

Trade War Will Take a Toll

by Carl Tannenbaum of Northern Trust

Commentary

2 days ago

Banks Outperformed for Q1 but Strike Cautious Tone for the Rest of 2025

by Christine Short of Wall Street Horizon

Commentary

2 days ago

Gauging the Fear Factor: From Volatility Peaks to Equity Returns

by AllianceBernstein

Commentary

2 days ago

Are Dividend Cuts on the Horizon in 2025?

by Kelly Green of Mauldin Economics

Article

2 days ago

Fed’s Hammack Sees Wide-Ranging Possibilities for Economy, Rates

by Jonnelle Marte of Bloomberg News

Commentary

2 days ago

Our Thinking on the Markets

by Sean Taylor, Andrew Mattock of Matthews Asia

White Papers View All

Win Back Time, Overcome Challenges, and Scale Your Business

OUSM: Quality, A Better Approach to Small-Cap Investing

Make the Move to Fee-Based. Get the Guide

The Energy Transition: Building an Investment Strategy Piece by Piece

Fixed Income Perspectives: What Could Cause Volatility in the Short Term?

Better Together: How Unconstrained Bonds Can Help Enhance Fixed Income Portfolios

Help Your Clients Keep More of What They Earn

Fixed Income Perspectives: We Said to Expect Volatility

Mid-Year Market Themes to Watch

Grow your High-Net-Worth business. We’ll show you how.

Webinars View All

Innovation: The Most Powerful Force in the Global Economy?

Presented by: Brad Neuman, CFA® & Todd Rosenbluth
April 22, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

Equity strategies amid global uncertainty

Presented by: Josh Nelson, Timothy Coyne, & Cinthia Murphy
April 23, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

Staying active: Uncovering opportunities in municipal bond markets

Presented by: Gregory Gizzi & Cinthia Murphy
April 24, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

Finding an all weather income solution

Presented by: William Rhind, Michael Gayed, & Todd Rosenbluth
April 25, 2025 at 02:00 PM EDT – Length: 60 Minutes

Looking beyond large cap growth

Presented by: Frank Cooke, CFA, Tony Svach, & Todd Rosenbluth
April 28, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

Livecast: How to take indexing to the next level

Presented by: Michael Hagopian, Craig Ebeling, CIMA®, & Kirsten Chang
April 29, 2025 at 12:30 PM EDT – Length: 30 Minutes

Trade Winds and Bond Yields: Navigating the New Market Reality

Presented by: AJ Rivers, CFA, FRM, CAIA, Will Smith, CFA, Scott Schachter & Cinthia Murphy
April 29, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

Livecast: LDDR: How this bond ladder ETF can help your clients focus on long-term goals

Presented by: Nate Conrad & Todd Rosenbluth
April 30, 2025 at 12:30 PM EDT – Length: 30 Minutes

The Resilient Nature of Free Cash Flow: Strategies for Today’s Modern Investors

Presented by: Michael Mack, Lance Humphrey, CFA, & Cinthia Murphy
April 30, 2025 at 02:00 PM EDT – Length: 60 Minutes

Livecast: Equities amid global uncertainty

Presented by: Brian Navin, Chris Murphy, CIMA, & Roxanna Islam, CFA, CAIA
May 01, 2025 at 12:30 PM EDT – Length: 30 Minutes

Investing in AI: Separating Hype from Reality in the AI Revolution

Presented by: Daniela Rus & Zeno Mercer
May 02, 2025 at 11:00 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits

Less Beta, More Alpha

Presented by: Bob Elliott & Todd Rosenbluth
May 05, 2025 at 12:30 PM EDT – Length: 30 Minutes

Livecast: Why investing in innovation matters now

Presented by: Brad Neuman, CFA® & Todd Rosenbluth
May 06, 2025 at 12:30 PM EDT – Length: 30 Minutes

Income Investment Strategy Symposium

Presented by: VettaFi Partners
May 08, 2025 at 11:00 AM EDT – Length: 120 Minutes
approved for 2.0 CE credits

Aligning Your Exposures to the Evolving Landscape

Presented by: Kevin Flanagan, Jeff Weniger, CFA, Samuel Rines & Roxanna Islam, CFA, CAIA
May 14, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits