Advisor Resources

Here you’ll find a wide range of innovative tools to help you deepen your expertise, build your practice and communicate with clients.

Strengthening Client Relationships

JANUS LABS

Strengthening Client Relationships

Wealth Advisor's Guide to 2016

WEALTH MANAGEMENT

Wealth Advisor's Guide to 2016

Defined Contribution in Review

DEFINED CONTRIBUTION

2015 PLANSPONSOR Investment Survey

Realities in Retirement

Realities in Retirement

Taylor Pluss

Women have the same financial goals as men which can often include, retiring comfortably, maintaining a current lifestyle and being able to cover healthcare costs for themselves and their family. However, despite having similar financial goals as men, women face a unique set of challenges to consider when saving for retirement.

Realities in Retirement

Realities in Retirement

Matt Sommer

Now that you’re retired, you may be left wondering how to best use your Roth IRA to meet your retirement needs. Understanding the benefits and features of a Roth IRA can help you employ strategies for using your Roth IRA effectively.

Training for Retirement: Tips for Helping your Clients Stay Healthy

Training for Retirement: Tips for Helping your Clients Stay Healthy

It goes without saying that we are experts on the health of financial markets. But what about our clients’ health? Should we really care? The surprising answer is yes. Because helping your client stay healthy can help them be better performers and providers for a longer period of time. And it can help them avoid going into retirement so worn down that they can’t even enjoy their newly found freedom.

Poof! Two Important Social Security Claiming Strategies Disappear

Poof! Two Important Social Security Claiming Strategies Disappear

Matt Sommer

As part of the 2016 budget deal, two important Social Security claiming strategies (or loopholes as some would suggest) have been eliminated: file and suspend and filing a restricted application for spousal benefits.

4Q15 Defined Contribution in Review

4Q15 Defined Contribution in Review

A Quarterly Briefing for Plan Sponsors: 4Q15

Realities in Retirement

Realities in Retirement

Matt Sommer

When deciding where to retire, there may be factors outside of the traditional considerations that can impact the cost of retirement and your quality of living.