Delivering exceptional client service while growing a complex business is a lot to juggle. Our collection of practice management resources includes actionable ideas and best practices that can help you advance both goals.
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.
Tools are currently unavailable for use on mobile. Please visit the desktop site.
Quickly evaluate different MFs, CEFs and ETFs against one another
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Enhance my business
Building a better practice
In a dynamic industry, advisors looking to accelerate practice growth and command their fees must continuously adapt. This program offers actionable ideas for evolving your team, business model and tools to meet the changing needs and expectations of your audience.
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