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Practice Enhancements Resource Guide

This practice enhancements resources guide can help advisors and other financial professionals as they prepare to become fiduciaries. This guide gives a background on the new fiduciary environment and the impacts on their practice, and then focuses on how to help them get ready and develop an action plan, including the process of selecting an investment manager and a list of questions to consider when doing so. Also see what American Funds can do to help financial professionals create a successful fiduciary practice.

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Effective July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.