Resources to help you serve your clients and build your business.
Financial advice adds value
Recent studies have found that working with an advisor can add as much as 4% annually to a portfolio's long-term return. This client-approved brochure highlights the research findings and outlines three ways advisors make the biggest impact.
Download Financial advice adds value (PDF)
Putnam Investments' Millennial Money program is designed to help advisors understand the generation of investors born between 1980 and 2000, and the opportunity they present as prospective clients.
View the presentation (PPT)
- Converting a Traditional IRA to a Roth (PDF)
- Business succession planning (PDF)
- Developing a "tax-smart" retirement income strategy (PDF)
Did you know?
Financial planning experts Bill Cass and Chris Hennessey offer weekly insights to help your clients with complex financial matters.
Visit Wealth Management Center
Intergenerational wealth transfer
Wealth Management Center resources
- Four steps for advisors to connect with family members (PDF)
- A closer look at the current estate and gifting tax rules (PDF)
- Ten income and estate tax planning strategies for 2017 (PDF)
Learn the art of advising clients from a seasoned veteran.
Don ConnellyFounder and CEO,
Don Connelly and Associates, LLC