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Knowledge Labs
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Knowledge Labs

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Development Matters empowers financial professionals with insight and education to help them hone their skills and exceed expectations – both in business and in life. Connecting you with perspectives from across our organisation and industry, this channel seeks to enhance your performance and deepen your expertise.

Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely. Past performance does not predict future returns. Investing involves risk, including the possible loss of principal.
Janus Henderson Investors is the name under which investment products and services are provided by the entities identified in the following jurisdictions: (a) Europe by Janus Capital International Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), Henderson Investment Funds Limited (reg. no. 2678531), Henderson Equity Partners Limited (reg. no.2606646), (each registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and Henderson Management S.A. (reg no. B22848 at 2 Rue de Bitbourg, L-1273, Luxembourg and regulated by the Commission de Surveillance du Secteur Financier); (b) the U.S. by SEC registered investment advisers that are subsidiaries of Janus Henderson Group plc; (c) Canada through Janus Henderson Investors US LLC only to institutional investors in certain jurisdictions; (d) Singapore by Janus Henderson Investors (Singapore) Limited (Co. registration no. 199700782N). This advertisement or publication has not been reviewed by Monetary Authority of Singapore; (e) Hong Kong by Janus Henderson Investors Hong Kong Limited. This material has not been reviewed by the Securities and Futures Commission of Hong Kong; (f) Taiwan R.O.C by Janus Henderson Investors Taiwan Limited (independently operated), Suite 45 A-1, Taipei 101 Tower, No. 7, Sec. 5, Xin Yi Road, Taipei (110). Tel: (02) 8101-1001. Approved SICE licence number 023, issued in 2018 by Financial Supervisory Commission; (g) South Korea by Janus Henderson Investors (Singapore) Limited only to Qualified Professional Investors (as defined in the Financial Investment Services and Capital Market Act and its sub-regulations); (h) Japan by Janus Henderson Investors (Japan) Limited, regulated by Financial Services Agency and registered as a Financial Instruments Firm conducting Investment Management Business, Investment Advisory and Agency Business and Type II Financial Instruments Business; (i) Australia and New Zealand by Janus Henderson Investors (Australia) Limited (ABN 47 124 279 518) and its related bodies corporate including Janus Henderson Investors (Australia) Institutional Funds Management Limited (ABN 16 165 119 531, AFSL 444266) and Janus Henderson Investors (Australia) Funds Management Limited (ABN 43 164 177 244, AFSL 444268); (j) the Middle East by Janus Capital International Limited, regulated by the Dubai Financial Services Authority as a Representative Office. No transactions will be concluded in the Middle East and any enquiries should be made to Janus Henderson. We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.
Outside of the U.S.: For use only by institutional, professional, qualified and sophisticated investors, qualified distributors, wholesale investors and wholesale clients as defined by the applicable jurisdiction. Not for public viewing or distribution. Marketing Communication.
Janus Henderson, Janus, Henderson, Intech, Knowledge Shared and Knowledge Labs are trademarks of Janus Henderson Group plc or one of its subsidiaries.
https://www.janushenderson.com/social/social-media-important-disclosures/

Development Matters empowers financial professionals with insight and education to help them hone their skills and exceed expectations – both in business and in life. Connecting you with perspectives from across our organisation and industry, this channel seeks to enhance your performance and deepen your expertise.

Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely. Past performance does not predict future returns. Investing involves risk, including the possible loss of principal.
Janus Henderson Investors is the name under which investment products and services are provided by the entities identified in the following jurisdictions: (a) Europe by Janus Capital International Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), Henderson Investment Funds Limited (reg. no. 2678531), Henderson Equity Partners Limited (reg. no.2606646), (each registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and Henderson Management S.A. (reg no. B22848 at 2 Rue de Bitbourg, L-1273, Luxembourg and regulated by the Commission de Surveillance du Secteur Financier); (b) the U.S. by SEC registered investment advisers that are subsidiaries of Janus Henderson Group plc; (c) Canada through Janus Henderson Investors US LLC only to institutional investors in certain jurisdictions; (d) Singapore by Janus Henderson Investors (Singapore) Limited (Co. registration no. 199700782N). This advertisement or publication has not been reviewed by Monetary Authority of Singapore; (e) Hong Kong by Janus Henderson Investors Hong Kong Limited. This material has not been reviewed by the Securities and Futures Commission of Hong Kong; (f) Taiwan R.O.C by Janus Henderson Investors Taiwan Limited (independently operated), Suite 45 A-1, Taipei 101 Tower, No. 7, Sec. 5, Xin Yi Road, Taipei (110). Tel: (02) 8101-1001. Approved SICE licence number 023, issued in 2018 by Financial Supervisory Commission; (g) South Korea by Janus Henderson Investors (Singapore) Limited only to Qualified Professional Investors (as defined in the Financial Investment Services and Capital Market Act and its sub-regulations); (h) Japan by Janus Henderson Investors (Japan) Limited, regulated by Financial Services Agency and registered as a Financial Instruments Firm conducting Investment Management Business, Investment Advisory and Agency Business and Type II Financial Instruments Business; (i) Australia and New Zealand by Janus Henderson Investors (Australia) Limited (ABN 47 124 279 518) and its related bodies corporate including Janus Henderson Investors (Australia) Institutional Funds Management Limited (ABN 16 165 119 531, AFSL 444266) and Janus Henderson Investors (Australia) Funds Management Limited (ABN 43 164 177 244, AFSL 444268); (j) the Middle East by Janus Capital International Limited, regulated by the Dubai Financial Services Authority as a Representative Office. No transactions will be concluded in the Middle East and any enquiries should be made to Janus Henderson. We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.
Outside of the U.S.: For use only by institutional, professional, qualified and sophisticated investors, qualified distributors, wholesale investors and wholesale clients as defined by the applicable jurisdiction. Not for public viewing or distribution. Marketing Communication.
Janus Henderson, Janus, Henderson, Intech, Knowledge Shared and Knowledge Labs are trademarks of Janus Henderson Group plc or one of its subsidiaries.
https://www.janushenderson.com/social/social-media-important-disclosures/

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Invested in Connecting Women: How Crystal Leigh Walker is empowering women with financial confidence

Crystal shares the story of how she came to focus on serving women and helping clients prepare for unexpected events.
Business and industry 2 years
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49:53

Invested in Connecting Women: Lindsay Lewis, a champion for diversity in financial services

Host Olivia Hails interviews Lindsey Lewis, Director and Chair of the American College Center for Women in Financial Services. Lindsey talks about how she built a career around championing women and diversity within FinServ.
Business and industry 2 years
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33:09

Special episode: Managing Stress for Success (UBS Conversations podcast)

Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, was a featured guest on the UBS Conversations podcast. She spoke with host Dan Cassidy about how stress can affect both our minds and our bodies. 
Business and industry 3 years
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31:53

Invested in Connecting Women: LEGS empowers members on and off the golf course

Host Olivia Hails interviews Jillian Foss, President and Founder of Ladies Executive Golf Society (LEGS), a nonprofit that brings women together to build their businesses in an inclusive setting.
Business and industry 3 years
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29:30

Invested in Connecting Women: Rock the Street, Wall Street Sparks Girls’ Interest in Finance

On this episode of Invested in Connecting Women, host Olivia Hails speaks with the COO of Rock the Street, Wall Street, a financial and investment literacy program that aims to inspire a diverse population of young women in high schools across the country to pursue careers in finance.
Business and industry 3 years
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30:54

Invested in Connecting Women: From Financial Food Trucks to Industry

On this episode of Invested in Connecting Women, host Olivia Hails interviews Camille York, who was recently named one of Investment News’ Rising Stars for Excellence in Diversity, Equity and Inclusion. York describes her journey, which started with her launching food trucks to serve up financial literacy on college campuses and led to her successful career as a financial professional with Raymond James, where she serves on the firm’s Environmental, Social and Governance (ESG) Committee.
Business and industry 3 years
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41:37

Important update: Plan Talk with Ben Rizzuto - Connections: Investment Matters

The series, Plan Talk with Ben Rizzuto has moved and can now be found here: https://plan-talk-with-ben-rizzuto.captivate.fm/listen On Plan Talk, host Ben Rizzuto connects you with timely insights on the latest defined contribution retirement strategies. Exploring top trends and considerations for plan sponsors and participants, Plan Talk keeps you at the forefront of developments in the DC marketplace and offers perspective on what they mean for you and your practice.
Business and industry 3 years
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00:53

Invested in Connecting Women: How Community Builds Confidence

Host Olivia Hails welcomes Emily Lassiter – co-creator of The Wealth Edit – back for a conversation about how her own unexpected crisis led her to build a community dedicated to helping women achieve financial independence.
Business and industry 3 years
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31:47

Invested in Connecting Women: How the Founders of The Wealth Edit Came Together to Fill a Void

In the latest episode of Invested in Connecting Women, host Olivia Hails interviews Lauren Pearson and Emily Lassiter, financial advisors with Somerset Advisory and co-creators of The Wealth Edit, an online, membership-based community dedicated to educating women about personal finance.
Business and industry 4 years
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40:45

Invested in Connecting Women: If not now, when?

Have you ever found yourself in the midst of a career change and wondering what the right decision is? Have you thought, I’m not sure if I can keep going at this pace? Join us for this explosive conversation with Shannon Spotswood, President of RFG Advisory and Founder of StrongHer Money, as she shares her stories of grit, passion, self-awareness & discipline that have led her to where she is today. This episode is filled with so many small anecdotes to motivate you into bringing your passions and interests alive for the benefit of not only yourself, but those around you.
Business and industry 4 years
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49:34

Invested in Connecting Women: Face Your Financial Truth

In our inaugural Invested in Connecting Women series, host Olivia Hails interviews Amanda Overby, CFP®, AIF. After spending 11 years as an educator and 17 years as a stay-at-home mom, Amanda is now a CFP® professional dedicated to helping women gain control of their financial futures. Her story proves that life is fluid and that big change can lead to even bigger success. The first step is to face your financial truth.  Important Information: [1]Cackowski, Janic. “Here’s how women can be financially independent.” CNBC. May 2019. The opinions and views expressed are as of the date published and are subject to change. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. No forecasts can be guaranteed. Opinions and examples are meant as an illustration of broader themes, are not an indication of trading intent and may not reflect the views of others in the organization. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. Janus Henderson Group plc through its subsidiaries may manage investment products with a financial interest in securities mentioned herein and any comments should not be construed as a reflection on the past or future profitability. There is no guarantee that the information supplied is accurate, complete, or timely, nor are there any warranties with regards to the results obtained from its use. Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. C-0721-39010 12-30-22
Business and industry 4 years
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42:21

Plan Talk: How to Engage and Motivate Retirement Plan Participants

One of the biggest challenges retirement plan sponsors face is how to effectively communicate with participants and keep their attention. And in today’s virtual world, it’s more challenging than ever. In this episode of Plan Talk, Retirement Director Ben Rizzuto outlines several ideas for interacting with participants to help them stay engaged with their retirement plans.\r\n
Business and industry 4 years
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17:41

Plan Talk: The Hardest Part About Getting Your Finances in Order: Where to Start?

Like the prospect of cleaning up a messy room, taking those first steps toward financial independence can feel overwhelming. In fact, 53% of millennials are not sure where to start when it comes to making financial decisions. Retirement Director Ben Rizzuto shares three simple ideas to help younger people clean up their financial rooms through budgeting, controlling spending and making a written plan.\r\n
Business and industry 4 years
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14:23

Plan Talk: Best of 2020

In this year’s final episode of Plan Talk, Retirement Director Ben Rizzuto recaps notable updates, trends and legal cases from the past year in the defined contribution space. And as always, he shares a playlist of his favorite new songs from 2020. Ben’s Top Songs of 2020 “All That Ever Mattered” – HAIM “I Live at Night” – I Break Horses “Inspirit” – Julianna Barwick “Ingydar” – Adrianna Lenker “Something I Do” – Sweet Whirl “Ghost of Soulja Slim” – Jay Electronica “A few words for the firing squad” – Run the Jewels “Can I Believe You” – Fleet Foxes “Highway” – St. Panther “Lost in Yesterday” – Tame Impala “Born Confused” – Porridge Radio “Michigan Hammers” – Protomartyr
Business and industry 5 years
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28:31

Plan Talk: How to Use Client Motivations to Encourage Better Social Security Decisions

Many American workers fear that the Social Security trust could be depleted in the not-so-distant future, which may lead some individuals to collect their benefits early – a decision that can significantly reduce their earned benefit. In this episode of Plan Talk, Retirement Director Ben Rizzuto explains research-based techniques that can be used to help ensure people more fully consider their options and make better decisions regarding when to claim this important earned benefit.
Business and industry 5 years
0
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22:35

Plan Talk: Assessing Fixed Income Options in Retirement Plan Lineups

In the latest episode of Plan Talk, Retirement Director Ben Rizzuto and Fixed Income Product Specialist Jessica Leoncini discuss current plan menu designs and investment trends in defined contribution (DC) plans. Referencing the findings from a survey Janus Henderson recently conducted with the Plan Sponsor Council of America, they explain how the lack of adequate fixed income options in many defined contribution plans could affect participants’ ability to retire comfortably – particularly with global interest rates at historic lows.
Business and industry 5 years
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37:34

Build Your Ideal Business in Three Phases

As you work to overcome the challenges of social distancing in your practice, why not take this opportunity to re-examine your overall approach to building your business? Michael Futterman, Head of Knowledge Labs® Professional Development, outlines a three-phase plan to identify the types of clients who energize you, envision your future business, and test and implement changes to your day-to-day practice.
Business and industry 5 years
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0
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38:42

Plan Talk: Plan Sponsors, Are You Listening to Participants?

In the latest episode of Plan Talk, Retirement Director Ben Rizzuto discusses why it’s important for retirement plan sponsors to listen to plan participants in order to understand their needs – particularly during these challenging times. He suggests plan sponsors can gauge investor sentiment by reviewing participant surveys and record-keeper reports and use that data to create better education programs and resources. 
Business and industry 5 years
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0
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20:42

Using Stress to Fuel Positive Change

Michael Futterman, Head of Knowledge Labs® Professional Development, interviews Dr. Heidi Hanna, Chief Energy Officer of Synergy Brain Fitness. Dr. Hanna explains why she views stress not as “good” or “bad,” but rather as a form of stimulus that has the potential to fuel positive change. She also shares ideas on how we can control our stress – and even take advantage of it – during this time of uncertainty.
Business and industry 5 years
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28:06

Plan Talk: The Obligatory SECURE Act

In the latest edition of Plan Talk, Retirement Director Ben Rizzuto covers some key areas of the SECURE Act that could impact the retirement plan landscape, including the Multiple Employer Plan provision and the elimination of the stretch IRA. This deep dive into the new legislation offers ideas plan sponsors can use to help participants better understand the benefits available to them.
Business and industry 5 years
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13:49
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