Managing investments

Explore articles that help you guide customers in managing investments — covering portfolio conversations, risk and income considerations, market impacts and strategies to align investment decisions with client goals and long‑term financial outcomes.

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What your clients should know about cryptocurrency

Clients will eventually ask about cryptocurrency. This overview helps financial professionals answer common questions, explain risks and rewards, and guide informed conversations about this evolving asset class.

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Preparing clients for a bull-to-bear market shift

Market downturns are inevitable, and clients may be unprepared for a shift to a bear market. Financial professionals play a key role in educating and reassuring clients — helping them prepare for market turbulence without causing panic.

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Next steps for at-risk clients when the stock market drops

After a historic bull market, a downturn is inevitable — and unprepared clients may be hit hardest. While market movement can’t be controlled, financial professionals can help by positioning investments wisely and preparing clients mentally for the next decline.

Female financial professional sitting at a conference table and talking with young client couple.

Financial planning

Explore financial planning articles for financial professionals, featuring insights, strategies, and client-focused guidance to support holistic planning conversations, from goal setting and risk management to income, protection and long-term wealth building.

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Preparing for the unexpected

Explore articles that help financial professionals guide clients through life's uncertainties, offering insights on risk, protection and strategies to prepare for unexpected events while supporting long-term financial confidence.

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Retirement planning

Explore retirement planning articles designed for financial professionals, offering insights, strategies and client-focused guidance to help support conversations on income, annuities and long-term financial goals.

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