Wealth Management Services

Nuveen Wealth Management Services is dedicated to providing specialized education and consulting services to help financial advisors develop and enhance their practice.

Resource Library

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

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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.

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DOL Fiduciary Rule

Featured Resources

Video

The DOL Fiduciary Rule – Impact and Trends

John Nersesian, Managing Director of Nuveen Wealth Management Services group, provides an update on the Department of Labor Fiduciary Rule’s implementation, current industry trends, and next steps advisors can take to prepare their businesses.

Insights

Caring for Elders: Options and Costs
This briefing paper provides an overview of the available options for responsible elder care including descriptions of assisted living, independent living, skilled nursing, and home health care options. Additionally, the paper covers insurance coverage as it relates to elder care including Medicare, Medicaid, and long-term care insurance.

Financial Planning for Same-Sex Couples in 2017
In recent years, court decisions have made same-sex marriage legal throughout the United States. This briefing paper offers various actionable ideas and issues that same-sex married couples and their financial advisors can use as a basis to develop a financial plan. Topics highlighted include: Taxes, social security, retirement benefits, IRAs, and estate planning.

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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.

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800-558-4487

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