Wealth Management Services

Wealth Management Resource Library

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.

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Wealth Management Insights:
Financial Planning for Corporate Executives

Corporate executives face a unique set of planning topics. This video addresses many of these corporate executive specific issues, such as concentrated position and employee stock options. John Nersesian discusses techniques that help advisors manage or liquidate a concentrated stock position to meet client objectives and explains employee stock option fundamentals and strategies.

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Wealth Management Insights:
Future-Proofing your Practice

Wealth Management Insights: The landscape of the advisory industry is changing and will leave many advisors behind. Jim Bergeron, Senior Vice President, Nuveen Wealth Management Services, discusses how to guard against threats and position your practice for success as the industry evolves during this issue of Wealth Management Insights.

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Wealth Management Insights:
The Legacy Organizer Tool and the Importance of Your Story

Wealth Management Services’ Legacy Organizer Tool is a great way for advisors to help clients organize their legacy, addressing both administrative and emotional concerns. One portion of the tool, the recorded biography, provides a forum where investors can express emotions and wishes, as well as a place to record the thoughts, memories and feelings they want their loved ones to know and remember long after they are gone. This video emphasizes how important each person’s story is and how important a recorded biography can be loved ones.

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