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A new research study from Pershing provides a data-driven perspective on unique value propositions—the clear statements that explain what sets an advisory fi...
Sometimes cutting out the middleman (or woman) is a bad idea.
Plumbers, purists and constrictors are missing the boat when it comes to exchange-traded funds.
Blank-check companies are gaining prominence with celebrity sponsors, but costs can be opaque.
Even venerable, well-known firms can enter a death spiral if they don’t change with the times.
It's great to be able to DIY your money, but some jobs require the skills of a pro. Be the smart about when to seek professional financial advice.
HSAs are becoming a longer-term investment as more consumers save for retirement health care expenses. So does this mean brokers are losing their HSA business to financial advisors?
As worries about inflation grow, CNBC spoke to financial advisors about how investors can protect their money from rising prices — and even profit from them.
Reading the trade press and the almost daily deluge of advisors jumping from…Read More
Innovations in technology transform how businesses operate. And according to research from “The Upside of Disruption,” the future of the asset management industry depends on innovation. So what does that mean for advisors? I’ll introduce you to the 5 transformative technology trends from the paper and apply them to the advisor market.
Exploring investment interests of institutional investors and advisors - utilizing past behavior to predict the future.
Consider the contrasts in the following two snapshots. The first picture is of millennial investors. This is the huge group of 18-35 year olds who are now accumulating their own assets while also awaiting a massive transfer of wealth from their baby boomer parents. A Google search on ‘millennial investor preferences’ yields about 677,000 research…
Jittery world markets and a troubled economy can make for nervous investors. Maybe it’s time to touch base with your financial advisor to talk about your own savings and investments.
Don’t dismiss this emerging asset class as a simple fad or scam.
Josh Brown considers his personal home to be an emotional investment, not a financial one. And when it comes to investing in real estate to make money, Brown prefers to put his trust in professionals. To do this, he owns shares in Real Estate Investment Trusts or REITs. Check out this video to learn more about the kind of REITs Brown owns.
While investors want their advisors to invest their assets in a manner that aligns with their personal values, few advisors are delivering
For financial advisors, the transfer of wealth from baby boomers to their children over the next two decades is a bit like climate change: The consequences may eventually be huge, but it's easy to ignore the issue in the short-term.
A 12 year-long bull market run recently came to a close, and many Americans have experienced the effects. For those nearing or in retirement, this can be especially worrisome. If you're wondering what your course of action should be right now, you should consider your risk tolerance, where the market is heading, and how you can minimize your taxes.
Many advisors are no longer permitted to recommend physical gold or precious metals in client portfolios as a result of the new rules defining risk in mutual fu
Use this FAQ to help make sense of the upheaval and what it says about risk and investment portfolios.