RADNOR, Pa.--(BUSINESS WIRE)--Hartford Funds today introduced Summer School; eight video episodes focused on providing short lessons and advice for financial advisors about current and emerging client issues. Summer School is designed to provide actionable guidance for advisors as they navigate the evolving needs of their clients.
“The Summer School video series brings Hartford Funds’ human-centric investing philosophy to life,” said John Diehl, Senior Vice President of Strategic Markets for Hartford Funds. “As the financial advice industry evolves to keep up with technology and generational shifts, Summer School helps to navigate those changes and challenges. With clients taking their foot off the gas pedal, just a bit, to enjoy the summer months, now is the time for advisors to brush up on emerging trends to better serve their client’s needs.”
The first episode, “The New Role of the Financial Advisor,” premiered today and focuses on how advisors can holistically serve today’s dynamic clients. The segment addresses the importance of marrying quantitative investment performance with a thoughtful understanding of the client’s personal agenda to create a successful collaboration. John Diehl walks advisors through the ever-changing landscape of financial advice and teaches advisors how to accommodate client expectations.
Episodes will provide perspectives from a variety of Hartford Funds’ practice management executives as well as Dr. Joseph F. Coughlin, Founder and Director of the MIT AgeLab. Some of the first episodes will explore:
- Engaging the Boomer Generation: How to adapt to the evolution of financial advice as Baby Boomers, who are well-informed and have longer life expectancies than prior generations, continue to plan and invest for retirement.
- The Forgotten 401(k): How performing a simple exercise can ignite a meaningful retirement conversation with clients and prevent the common mishap of forgetting their 401(k).
- Investing in Individuality: How to provide tailored and unique solutions to reach clients’ long-term goals.
- Getting on Your Client’s Personal Agenda: How to engage and support client needs above and beyond investment performance, by addressing their personal agenda and goals.
- Communicating in the Age of Information: How to break through the clutter and connect with clients in an environment where consumers are bombarded with information.
New videos will be posted on the Masters of Advice Institute (MAI) blog on a weekly basis. Subscribe to the MAI blog to get immediate access to the videos and all other MAI blog content as soon as new posts are published.
About Hartford Funds
Founded in 1996, Hartford Funds is a leading provider of mutual funds and 529 college savings plans. Using its human-centric investing approach, Hartford Funds creates strategies and tools designed to address the needs and wants of investors. Leveraging collaborations with MIT AgeLab and leading practice management experts, Hartford Funds delivers insight into the latest demographic trends and investor behavior. Hartford Funds offers a diverse line-up of more than 45 mutual funds, sub-advised by Wellington Management, designed to address the challenges investors face and includes equity, fixed-income, multi-strategy, and alternative investments. The Company has mutual fund assets under management of $75.7 billion as of March 31, 2015 (excluding assets used in certain annuity products). For more information about the fund family, visit www.hartfordfunds.com.
All investments are subject to risks, including possible loss of principal.
Investors should carefully consider the investment objectives, risks, charges, and expenses of Hartford Funds before investing. This and other information can be found in the prospectus and summary prospectus, which can be obtained by calling 888-843-7824 (retail) or 800-279-1541 (institutional). Investors should read them carefully before they invest.
Hartford Funds are underwritten and distributed by Hartford Funds Distributors, LLC.
Hartford Funds Distributors, LLC is a subsidiary of The Hartford Financial Services Group Inc.
“The Hartford” is The Hartford Financial Services Group Inc. and its subsidiaries.
Wellington Management Company, LLP is a SEC-registered investment adviser and an independent and unaffiliated sub-adviser to Hartford Funds.
The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.
Some of the statements in this release may be considered forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. We caution investors that these forward-looking statements are not guarantees of future performance, and actual results may differ materially. Investors should consider the important risks and uncertainties that may cause actual results to differ. These important risks and uncertainties include those discussed in The Hartford’s Quarterly Reports on Form 10-Q, our 2014 Annual Report on Form 10-K and the other filings The Hartford makes with the Securities and Exchange Commission. We assume no obligation to update this release, which speaks as of the date issued.
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