Intergenerational Wealth Transfer
Are you prepared for the largest intergenerational wealth shift in history? With trillions set to transfer over the next two decades, the Great Wealth Transfer presents a rare opportunity to grow your practice—but only if you're prepared.
In this presentation designed specifically for financial advisors, we explore the scope of this transition and share actionable strategies to help you retain assets, engage with the next generation, and position your business for long-term success.
The Next Decade of Investing
(CFP® and CIMA® CE approved)
In this presentation, we explore how shifting market dynamics are reshaping the opportunity set in fixed income. This presentation dives into the key cyclical and secular forces we believe will shape the rates markets over the next decade.
We discuss how bonds are emerging from one of their most challenging periods in over 40 years and why current valuations make them increasingly attractive. You'll also gain insight into how structural inflationary pressures may lead to persistently higher rates and greater volatility.
Last Quarter in Five (Manning) Minutes
Manning Minutes offers timely reflections on key economic and market developments, delivered by our team of investment professionals.
In this quarterly presentation, we highlight some of the most impactful charts and headlines from the past three months—offering a snapshot of what’s moved the markets and how our views are evolving in response. Stay current and gain perspective as we break down the trends shaping today’s investment landscape.
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