Advanced Planning & Research
Specialized guidance, combined with institutional-quality research, helps you master the complex facets of your clients' wealth.
Advanced planning as an extension of your practice
Look to a deep bench of in-house professionals, lawyers, and subject-matter experts for in-depth analysis and creative solutions in myriad planning areas.
Charitable PlanningEducation PlanningTrust and Estate PlanningDeferred CompensationAdvanced Insurance Concepts | Concentrated Stock PlanningHealth Care in RetirementSpecial Needs PlanningStock Options PlanningElder Care Planning |
Video: How Vance increased value for his clients with the help of our Advanced Planning team
Vance Barse, CPWA®, AIF®, found innovative ways to strengthen client relationships. He strategized with our Advanced Planning team to deliver maximum value to the families he serves. Watch the video.
Research puts you at the forefront
Thought leadership from in-house specialists, plus access to leading research from trusted third-party providers, helps you gain standing as an industry authority.
- Sophisticated, in-depth analysis goes beyond the surface.
- Objective perspectives on a full spectrum of topics help you make recommendations.
- An array of competitive research resources helps inform your portfolio decisions.
- Regular market and economic commentary assists you with strategy.
- Commentary and 1:1 consulting provide insight into the fixed income markets.
