Advisor Education Center

The Art of WOW 700 350 IMEA

The Art of WOW

This program helps you systemize “WOW” across your practice – helping you cultivate loyalty among existing clients and attract new business.

Practice Management Insights 700 350 IMEA

Practice Management Insights

Opportunities and insights on how to engage with clients and manage your business.

Tax Cuts and Jobs Act 700 350 IMEA

Tax Cuts and Jobs Act

Tax Cuts and Jobs Act is the most substantial overhaul of the Internal Revenue Code since 1986. Help your clients understand how it will affect them.

Portfolios Designed to Stand the Test of Time 700 350 IMEA

Portfolios Designed to Stand the Test of Time

flexible, cost-efficient asset allocation framework.

Presidential Election Adds to Uncertainty 300 150 Andrew McClellan

Presidential Election Adds to Uncertainty

Candidates offer divergent agendas that could impact markets.

A World of Opportunity 400 202 Andrew McClellan

A World of Opportunity

Surveying the Global Equity Investing Landscape

Political Volatility Ahead 700 350 Andrew McClellan

Political Volatility Ahead

Why possible changes to the U.S. political landscape could lead to further bouts of volatility.

Global Perspectives 350 175 Andrew McClellan

Global Perspectives

Why low rates are here to stay.

Why ESG? 700 350 Andrew McClellan

Why ESG?

The smarter investment in our future.

Client Calculators 700 350 Andrew McClellan

Client Calculators

Interactive tools you can use with clients to map out their financial plan.