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The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
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Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
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Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
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Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
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Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Advisor education

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For decades, Nuveen has partnered with leading financial professionals to help deliver better client outcomes. Let our experienced group of subject matter experts share valuable insights designed to deliver meaningful solutions for your practice.

Featured insights
Resources Managing retirement income: Addressing sequence of return risk
Volatile markets are unnerving for many investors; newly minted retirees find them particularly worrisome because of sequence of return risk: the risk of receiving lower or negative returns early in a period when withdrawals are made from an investment portfolio.
Resources Set yourself fee: Why (and how) top financial professionals switch to a fee-based structure
One of the most significant potential benefits to shifting to a fee structured practice is that a financial professional can maximize their talents by offering their clients access to greater breadth and depth of financial planning services.
Resources A new year with nothing to fear: Five steps to tax change preparedness
As the fourth quarter of 2021 kicks into gear, it’s safe to say that for American families and individuals, some significant tax changes loom.

Nuveen educational resources guide

OVERVIEW
Nuveen’s educational content offerings across practice management, client acquisition and market topics.
Program Continuing education credits (1 hr) On-demand Audience Abstract
Enhance my business
Building a better practice CFP, IWI Register now Financial Professional PDF prdf icon
Building a better retirement practice CFP, IWI Financial Professional PDF prdf icon
Acquire & serve clients
Managing retirement income in volatile markets CFP, IWI Register now Financial Professional PDF prdf icon
Why Social Security matters: And how to get the most out of it CFP, IWI Register now Financial Professional, Investor PDF prdf icon
Construct purposeful portfolios
Making an impact: A financial professional’s guide to the responsible investing opportunity CFP, IWI Register now Financial Professional PDF prdf icon
Make an impact: Help position your portfolio for tomorrow’s economy Investor PDF prdf icon
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