Resources

Whether you’re seeking technical guidance or trying to build skills and implement better processes, our resources and experts are here to support you.

Our Top Resources

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Practice Management

Insights on client engagement, team performance, and the management and governance of your practice.

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Wealth Strategies

Expertise in wealth transfer, family governance, business succession, philanthropy and charitable planning, and tax strategies.

Wealth strategies overview
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Defined Contribution

ERISA expertise, thorough knowledge of plan design and implementation, and partners in plan sponsor engagement.

Learn about defined contribution
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Meet our specialist consulting group

With over 20 dedicated specialists and consultants, we strive to help you tackle challenges and implement solutions across key practice areas.

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Knowledge Studio

Experience our most popular programs through on-demand courses.

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Insights

Headlines, Deadlines, and Gossip: Wealth planning news you can use

Recent news and developments that can help facilitate wealth planning conversations between financial professionals and their clients.

Greenwood Project interns offer insights for financial industry professionals

This year’s Greenwood Project interns offered insights into how young Americans view the financial industry and their own financial futures.

Investor Survey: Short-term concerns overshadowing long-term goals

Why education is key to helping investors avoid making portfolio decisions in reaction to short-term events.

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