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.

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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


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.


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.

Department of Labor Fiduciary Rule Briefing Paper
The Department of Labor (DOL) recently proposed changes to the ERISA fiduciary rule. This paper summarizes the background of the proposed rule, key provisions and next steps.

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