Wealth Management Services

Resource Library

White papers, published articles and online presentations providing knowledge and perspective in the essential areas of a comprehensive wealth management practice.

Learn more

Consulting Workshops

Comprehensive training sessions designed for advisors interested in the Certified Investment Management Analyst (CIMA®) designation and/or the Certified Private Wealth Advisor (CPWA®) certification.

See workshop details

About Our Team

Read about the Wealth Management Services team, our capabilities and how to contact us.

Learn more

DOL Fiduciary Rule

Featured Resources

Video

The DOL Fiduciary Rule – Industry Impact and Next Steps

John Nersesian, Managing Director of Nuveen Wealth Management Services group, discusses the new Department of Labor fiduciary rule, its industry impact and next steps advisors can take to prepare themselves and their businesses.

Insights

Managing Retirement Income Through Economic and Market Cycles
This paper presents five decision rules designed to help advisors and clients deal with the uncontrollable variables of market performance and inflation during the retirement asset distribution phase.

Asset Allocation - Risk and Reward 1926-2016
As investors and advisors seek to allocate assets according to risk and return objectives, a historical perspective on the value of diversification may be useful. This paper includes a chart with a wealth of annual return statistics and measures for a range of asset class mixes (stocks, bonds, cash) plus an illustration of the range of returns produced by those asset class mixes.

Not registered?

Register for access to investment team commentary, detailed portfolio information, and other advisor resources. For instant access, register now.

Your Contacts

Our goal is to deliver lasting value to our clients. For assistance, please call or email our advisor service team or contact your personal Nuveen Service Team.

Log in to nuveen.com to access your personal Nuveen Service Team.

Financial Advisors

800-752-8700
Email

Registered Investment Advisors

800-558-4487

Account Access

For more information on Mutual Fund Vision, FAN Mail, or accessing client accounts, please visit our advisor account access page.

Advisor Access

Investor Access