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

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

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DOL Fiduciary Rule

Featured Resources


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.


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.

 Family Wealth Education: From Theory to Practice Workbook
This workbook was designed with the goal of assisting financial advisors in developing a successful Family Wealth Education program and to end the widespread wealth transfer destruction cycle. This comprehensive, step-by-step program guides advisors through the implementation phase of the Family Wealth Education process—how the advisors need to prepare themselves, effectively working with and educating parents, and the best approaches to use with the younger family members. This workbook also contains sample curricula, examples and wealth of resources for advisors, parents and children. Family Wealth Education: From Theory to Practice, will provide advisors with the knowledge and skills necessary to effectively work with their high net worth clients to facilitate a smooth and successful family wealth transfer.

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