-
Investment Calculators and Tools | Franklin Templeton
Interactive tools that can help with clients’ financial planning.
-
Back to Basics: Three Steps to Reinvigorate Your Client Relationships | Janus Henderson
Making meaningful connections with clients is the foundation of any successful practice.
-
Higher Taxes are Likely in 2022 | Nuveen
The question is, which taxes will be impacted and by how much?
-
7 Best Practices of Effective Investment Policy Committees | Nuveen
There are several best practices that can help ensure a successful committee approach.
-
Building a Sustainable Recovery | T. Rowe Price
Accelerated vaccine campaigns, additional stimulus, and a surge in business activity as industries reopen set the stage for global economic growth.
-
Benefits of Alternatives | FS Investments
Alternatives include a spectrum of assets and strategies, each designed to target different benefits.
-
REITs Well Positioned for a Grand Reopening
Vaccines, policy and consumer trends are uniting to create opportunities across the real estate landscape, setting up 2021 as a potentially strong “vintage year” for REITs.
-
A simple tool with a step-by-step guide to produce benefits estimates.
-
Advisor Education: Building a Better Retirement Practice
A program with actionable ideas to adapt and accelerate your practice.
-
This program helps you systemize "WOW" across your practice – helping you cultivate loyalty among existing clients and attract new business.
-
Opportunities and insights on how to engage with clients and manage your business.
-
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.
-
Interactive tools you can use with clients to map out their financial plan.
-
Professional fund buyers seek alpha, diversification — and defense.
-
The Case for International Small-Cap
International small-cap stocks are often under-utilized in a portfolio. An allocation may offer investors the potential to generate higher absolute and risk-adjusted returns.
-
Defined Contribution Resources
Explore resources to help you start or augment your DC business.
-
Use these client-use presentations and supporting materials to share timely investment topics with clients.
-
This tool can help you customize benefits filing strategies for your clients.
-
What’s Your Retirement Income IQ?
Are you an expert on what it takes to generate income once your regular paycheck stops?
-
Compare up to five funds from across a wide range of performance and risk metrics.
-
The Elements of Extraordinary Teamwork
This flexible, ongoing curriculum will help you combine the core elements of team chemistry to transform your team and provide an exceptional client experience.
-
BrainWorks: Simple Solutions for Staying Sharp
Learn the critical components of brain health and training with this program, as well as help your clients create a personalized plan for training their brains like their bodies.
-
Igniting Acquisition: FireStarters
This program offers a step-by-step process to ignite client acquisition by targeting the "right" prospects and delivering an extraordinary prospect experience to win over new clients.
-
Learn the process to unlock and understand your clients' deepest interests and turn every negotiation into a win/win.
-
Portfolio Construction & Strategy
This tool is designed to help you keep your clients on track while giving you a distinct competitive advantage.
-
Why Some Advisory Teams Do More Business than Others
Knowledge Labs™, in collaboration with The Investments & Wealth Institute and Cerulli Associates, explored 2,800 Advisory Practices to learn what qualities are shared by the most successful teams.
-
A recent survey on the drivers and impact of negative stress on FAs.