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Advisor-Only References

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Client conversation framework - Why you should consider moving cash off the sidelines

Client conversations guide about the potential benefits of moving out of cash. The four-box framewor... Details

Updated: Sep 2023

Not available to order

Common holdings in our funds

Quarterly common holdings comparison sheet illustrates common holdings and diversification in equity holdings, while also addressing other factors that should be considered when building a portfolio. Details

Updated: Nov 2024

Max: 25

Comprehensive support for elite RIA firms – SRM Sales sheet

Overview of the comprehensive support provided to elite RIA partner firms, including strategies and resources in the following are... Details

Updated: Jul 2024

Max: 50

DALBAR Investing Study - A buy-and-hold strategy can serve investors well

A single sheet that uses the DALBAR study to quantify how much the average equity and fixed income investor has lagged the relativ... Details

Updated: May 2024

Defined Contribution Plans – Win and retain more plans with the art of the one-meeting close

This single sheet provides a guide to prospecting for new retirement plan business with step-by-step... Details

Updated: Jul 2024

Early IRA distribution single sheet

A one-sheet reference designed to help advisors explain 72(t) payments to clients who want or need to withdraw money from their IRA(s) before age 59 and avoid an early withdrawal penalty. Details

Updated: May 2024

Not available to order

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Elite Engagement Workbook

This workbook provides a valuable tool for financial advisors who participate in American Funds¿ Elite Engagement workshops. Focusing on the key attributes of Credibility, Consistency, Connection and Intent, the book ch... Details

Updated: May 2017

Not available to order

Enrollment meeting checklist - Make your enrollment meeting a success

Financial professionals can use this checklist to help them prepare for a successful enrollment meeting. Details

Updated: Oct 2024

Not available to order

Establishing contact with prospective retirement plan clients

This single sheet describes the four most common reasons why plan sponsors switch retirement plans or providers and explains how t... Details

Updated: Sep 2024

ETF Single Sheet for Morgan Stanley (Dealer Vrs - MS) — ETF Equities

This single sheet displays Capital Group ETFs, the Morningstar categories in which they reside and the ETFs' expense ratios. Details

Updated: Mar 2024

Event ideas for financial advisors

Prospecting and client appreciation event ideas for financial advisors. Buckets ideas into themes and client segments. Provides details about how each event should be executed and how it might link to financial advice. Details

Updated: Jul 2024

Find the 401(k) that fits you and your employees — Morgan Stanley (Dealer Vrs - MS PP Bundled PPTPA)

This fact sheet is for Morgan Stanley financial professionals to provide plan sponsors with informat... Details

Updated: Jul 2024

Not available to order

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Fixed Income — The Bond Fund of America: A Bond Fund That Has Acted Like a Bond Fund Should.

A single sheet highlighting BFA’s ability to diversify against equity volatility using the fou... Details

Updated: Jun 2017
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Fixed Income — Research Can Beat Replication in Core Bond Funds

This single sheet highlights how The Bond Fund of America¿s approach has advantages over passive strategies. Details

Updated: Jun 2017

Fund information matrix – American Funds Portfolio Series — American Funds Portfolio Series

Lists information alphabetically about each fund and share class, such as the fund number, Quotron s... Details

Updated: Nov 2024

Max: 25

Get started with your retirement plan — Morgan Stanley (Dealer Vrs - MS PP Bundled PPTPA)

This fact sheet is for Morgan Stanley financial professionals to educate plan participants getting s... Details

Updated: Jul 2024

Not available to order

Import a payroll - TRAC

Resource that helps a plan sponsor import a payroll on the plan sponsor website. Details

Updated: Oct 2020

Not available to order

In state or out of state? 529 college savings plan tax guide

This piece is designed to help all types of advisors, including RIAs, determine whether investing in an in-state 529 savings plan ... Details

Updated: Aug 2024

International equity strategy guide (A-share for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Oct 2024

Max: 50

International equity strategy guide (F-2 share for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Oct 2024

Max: 50

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