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.
15 Estate Planning Terms | John Hancock
Estate planning terms to add to your vocabulary.
College Funding Calculator | Nationwide
A simple tool to help you plan for college.
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.
Defending Against a Declining Dollar | Saturna Capital
Has the US dollar bear emerged from hibernation?
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.
Social Security Optimizer
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.
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
Opportunities and insights on how to engage with clients and manage your business.
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
flexible, cost-efficient asset allocation framework.
Interactive tools you can use with clients to map out their financial plan.
Webinars That Work
How to plan and promote memorable Virtual Events.
War on Stress
Addressing rising stress and its concerning negative impact
The Age of Anxiety
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.
Weekly Market Recap
Weekly insights and market overviews from John Hancock.
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.
The Science of Negotiations
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.
Behavioral finance meets client experience.
Addressing Rising Stress
A recent survey on the drivers and impact of negative stress on FAs.