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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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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About Our Team

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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.


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.

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