An evidence-based outlook & shared perspective across fixed income markets to establish our medium term views & strategic portfolio positions.
Our multi-asset team’s most recent quarterly analyzes central banks’ balancing act between inflation and growth in the age of AI, and potential impacts to asset classes.
Volatility can create opportunities for investors. Explore our actionable ideas for the year ahead.
Why munis? Why now?
Actionable education for you and your clients
Learn more about our programs and methodology
Find your regional director to get started
Watch the previously recorded webinar replay featuring the Delaware Funds by Macquarie® Municipal Fixed Income team for an interactive discussion that will help answer some of the biggest questions on municipal bond investors’ minds
Hear from our panel of investment experts as they discuss actionable ideas that can help investors navigate the uncertainty and capitalize on opportunities in the months ahead.
Education and practice management resources for you and your clients
As the needs of your clients continue to evolve, so does your role as a financial advisor – from focusing primarily on managing your clients’ investments to managing their holistic financial wellness.
To help you differentiate yourself in this dynamic landscape, we offer actionable, best-in-class educational content and resources to help grow your practice, strengthen client relationships, and enhance your value proposition.
Over 16 hours of CE credit available toward CFP®, CIMA®, CPWA®, and RMA® designations, with additional accreditation to come.
Our program methodology takes a multi-pronged approach, providing education and an ecosystem of accompanying resources for you, your existing clients, and your prospects. Our programs and content are designed to be immediately actionable in your practice or in client relationships and are all structured around our Engage, Invest, Grow model.
Education and resources enable you to teach clients, communicate persuasively, advise with behavioral value, coach through difficult times, and prospect strategically.
Deliver the best investment strategies by leveraging our investment expertise through timely market insights, thought leadership, and industry trends.
Execute strategic practice growth with intention, insight, and Macquarie Asset Management’s wealth of practice management resources.
The relationships you maintain every day build the foundation for sustained client loyalty and are especially critical for providing stability in times of uncertainty. We examine this topic by looking at three key elements of strengthening trust with your clients during difficult times.
Client-approved quarterly chart-powered guide covering macroeconomic perspectives, equity market insights, and fixed income trends. Our subject matter experts are also able to present this content to you and your clients.
We live in a world where many things are self service and on demand. How does this translate to our industry? We examine the future of client relationships; specifically what expectations does the next generation have for advice? We’ll profile the future client and discuss a next-gen model for service.
One study asked 19,000 clients, "How do you primarily measure the value received from your advisor?" The top responses was, "Peace of mind / sense of security” with 35%.
One study asked 19,000 clients, "How do you primarily measure the value received from your advisor?"
The top responses was, "Peace of mind / sense of security” with 35%.
Murphy, Lamas, and Sin. Identifying what investors value in a financial advisor: uncovering opportunities and pitfalls, July 2020.
Access explainer videos and other educational resources on an array of topics, including strategies and asset classes, portfolio construction, investment structures, and performance.
We offer educational programs and resources for your clients on a range of topics, including:
Contact our team for more information, to schedule a webinar, or to plan an in-person event.
Please note, some our resources may not be approved for use at your firm.
Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy.
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