Resources and tools

Rely on us for the education, tools, and information you need to help develop better outcomes for your clients and reinforce your status as their trusted advisor.

Resources and tools


Get the level of insight and analysis you need with our value-added educational resources.


Behavioral finance

The age of automated investing brings the field of behavioral finance to the forefront. Biagnostics® is a proprietary process that can help you incorporate behavioral finance into your practice to create a customized client experience, add tangible value, and potentially improve client outcomes.

ETF Know:How

ETF education

Access a full-spectrum curriculum of ETF tools, resources, and insights to help you build your ETF knowledge, employ ETFs in client portfolios, and better communicate the potential benefits and intricacies of ETFs.

Client referrals

With MindShare, learn techniques to help build long-term relationships that keep you top of mind with your clients and can naturally lead to referrals.

Mission 360

Effective meetings

With MISSION 360, gain insights into the briefing and debriefing process used by elite fighter pilots and learn how you can apply the same techniques in your own practice.

Portfolio Construction

Portfolio construction

Empower clients to stay the course with a portfolio construction framework that adapts to a range of risk appetites and likely investor behaviors.


Explore actionable strategies and tools to help you add women clients to your practice, enhance existing client relationships and strategically grow your practice through increased diversity.

Advisor tools

Fee impact simulator

Use the fee impact simulator to see the long-term effects of expenses on a portfolio.

Fund explorer

Help your clients get exceptional value from their investments with the fund explorer.

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