How to guide your clients to financial harmony
An evidence-based outlook and shared perspective across global fixed income markets from our team of 110+ investment professionals
Explore new ways of thinking that may help to enhance your clients' portfolios
Think you’re ready for what’s around the corner in the markets?
Think you’re getting enough credit? Think again.
Maximizing opportunity in a new era of investing
A conversation with female investors on the markets, career, and family
We are committed to delivering programs that support you in serving the next generation of clients. Strengthened by our team of subject matter experts, Delaware Funds by Macquarie invests in programs that meet your needs. From maximizing your
team’s productivity to driving important client conversations, we aim to be a strategic resource for you as your practice evolves.
Keeping you up to date on trending industry topicsClick on each topic to read a brief description of the program.
Helping advisors drive critical business-building conversations with their clientsClick on each topic to read a brief description of the program.
Our knowledgeable industry partners helping to educate you and your clients.
How to guide your clients to financial harmony
Parenting is a lifelong journey with obstacles and milestones. Anticipating the practical and financial challenges...
Even with the pandemic and a risk-averse past, many are re-evaluating finances.
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Women are an important segment of your client or potential client base.
Understanding the opportunities of gender diversity can change how we do business. Learn how to engage with the female audience in an authentic way.
After growing up in an era of technology, economic volatility, social change and connectivity, many millennials have more strongly varying values than previous generations.
To build a business with sustainable growth and high succession value, advisors need to understand these generational differences.
Social media tools like LinkedIn® are a part of every professional’s toolkit. Understanding how to best utilize the professional social network is essential.
This program is for advisors looking to take advantage of LinkedIn® in their businesses. It will guide you through best practices for incorporating LinkedIn® into your daily routine.
Not only is our economy experiencing the largest transfer of wealth between age groups from generation to generation, the world is also seeing changes in the faces of who inherits that wealth.
As the market for advice broadens, we examine diversity in our industry and its impact on the way advisors are expected to service their clients.
In a fast-paced and continually evolving market, it can be difficult to stay on top of market news that is relevant to your practice and portfolios.
Our capital markets coaching clinics can help sharpen your skills and earn continuing education credit through quarterly updates from our investment experts.
Time is often our most valuable asset to manage. One way you may be able to find more time and to be more efficient is through technology.
We’ll briefly discuss how technology has evolved, the impact it can have, and more importantly, how you can help organize yourself, and spend your time where it matters most.
Easy way to keep track of and share expenses with friends and family.
Travel planner consolidating all your trip details in one place.
Easily hire someone to help with everyday tasks, such as cleaning, moving, delivery, and more.
This three-part series covers some basic topics that may be a good starting point for discussing financial decisions with family members including, a parent, spouse, or child.
Introducing what can be a challenging conversation, this session proposes a starting point for discussing financial decisions with your parents.
Tips for speaking with your spouse about finances as you work together to create financial harmony in your lives.
This part of the program can help steer kids and young adults in the right direction as they move steadily forward to a solid financial future.
Advisor education consultant
Dr. Ajamu “A.J.” Loving currently holds the position of Assistant Professor of Finance at the University of North Texas at Dallas. Previously, he held the position of Director of Academic Partnerships and Assistant Professor of Financial
Planning at The American College. He has published articles in The Review of Black Political Economy, The Journal of Housing and The Built Environment, and GSTF Business Review. His research focuses primarily on wealth building in
minority populations. Before academia, Dr. Loving was a financial consultant at LaSalle Bank (now Bank of America) in Chicago, IL.
Bob Rice, “the advisor’s advisor” is a passionate advocate for investment professionals. He demonstrates why, and by how much, they can improve financial outcomes for clients through portfolio construction and product selection, and explains
the new investment options that advisors can deploy to retain and attract high net worth clients.
Bob also coaches organizations within and beyond the financial services industry on navigating their businesses through periods of change. He has explained these topics for years through his lectures and webinars, regular television spots,
articles, and books, such as the bestselling Three Moves Ahead and The Alternative Answer.
In addition to serving as senior advisor to Macquarie Investment Management, Bob is the managing partner of Tangent Capital, a boutique investment bank and consultancy. He is also a senior advisor to Wilshire Associates, and a board member
of Nasdaq Private Markets and of the investment advisor to the Value Line Funds. He serves on the editorial board of the Investments & Wealth Monitor.
Bob’s unique insights derive from an exceptionally diverse career. After serving as a trial attorney at the US Department of Justice, he became a partner at the international law firm Milbank Tweed, where he focused on financial product
development, tax, and ERISA matters. He then launched a technology startup that became the public company Viewpoint, of which he was the CEO. Along the way, he was also the commissioner of the worldwide Professional Chess Association.
RicePartners.com hosts Bob’s recent award-winning articles, presentations, events calendar, and a library of his TV Buzzwords.
Advisor Education Consultant
Dr. Nathan Harness currently serves as the director of financial planning at Texas A&M University. He manages the financial planning program and teaches courses in investments, retirement planning, and comprehensive financial planning.
He has lectured both nationally and internationally on global financial risk, international investing, gender-based asset preferences, and next generation planning.
He holds a bachelor’s degree in finance from the University of Central Arkansas, a master’s degree in finance from Texas Tech University, and a Ph.D. in personal financial planning from Texas Tech University. His research on household
heuristics, wealth accumulation, and retirement planning has been published in numerous journals including Applied Economic Letters, Financial Services Review, Journal of Financial Planning, and Journal of Personal Finance.
Prior to his current role, Dr. Harness was an associate professor of finance and executive director of global programs at Texas A&M University-Commerce and assistant professor of financial planning at the University of Georgia.
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