Practice Excellence Center | American Funds


Practice Excellence Center

Capital Group’s Practice Excellence Center provides timely insights into the latest wealth planning strategies, business development techniques and best business practices for Registered Investment Advisors. Plus, you’ll get proven advice from industry peers, academics and other leading experts.

Most Americans don’t have wills. Make sure your clients do.

Stay independent, but plug into something bigger

Your clients are ready for the future. Are you?

Want to provide a valuable service to your clients? Talk to their children about money. They may even be expecting you to.

Practice Excellence Center | American Funds

The obsolence of pensions, inadequate saving rates and low interest rates are changing the math of retirement planning.

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

Here are ways to better serve clients and set your firm apart.


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. 

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

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 and summary prospectuses, 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 should not be considered advice, an endorsement or a recommendation.