RIA Resources from Capital Group | American Funds

Advisor and client talking



Three Habits of Advisors Who Have Reached the Next Level

TOP STORIES

PROFESSIONAL DEVELOPMENT

INVESTMENT PERSPECTIVES

Steven Wilson, principal at Capital Advisers, Inc., discusses how creating a client asset inventory can offer more flexibility in the planning process.

PROFESSIONAL DEVELOPMENT

How to chat and mingle with clients

Susan RoAne, author of “How to Work a Room,” shows advisors how to chat and mingle with clients or prospective clients. 

The recent volatility in global equity markets serves as a reminder that a measured, long-term approach to investing is paramount in today’s environment.

Three Capital Group portfolio managers discuss how they expect higher U.S. Treasury bond yields to impact markets. 

Capital Group’s review of hundreds of portfolios revealed three common investment mistakes and straightforward ways to correct them.

Scott Welch, chief investment officer at Dynasty Financial Partners, shares his outlook for markets and portfolio construction strategy with Capital Group’s Eric Grey. 

Central banks are tightening. Markets noticed. Learn how to upgrade your bond allocation to weather the storm.

Investors should consider rebalancing their portfolios to stress core bond funds that diversify.

Capital Group built a digital experience uniquely designed for registered investment advisors.


 

FINRA’s BrokerCheck

Check the background of American Funds Distributors, Inc., on FINRA’s BrokerCheck.


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing. 

Content contained herein is not intended to serve as impartial investment or fiduciary advice. The content has been developed by Capital Group, which receives fees for managing, distributing and/or servicing its investments.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not to be comprehensive or to provide advice.