Partner Tools & Resources


We are pleased to bring you the "best of the best" advisor tools and resources available through various firms we work with. Our partners work hard to provide innovative ways to help advisors grow their business. We hope you find this new resource library helpful.

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  • BMO Better Conversations Podcast
  • Prospecting
  • Enhance your client conversations and grow your practice with the Better conversations. Better outcomes. podcast series. Each episode provides actionable ideas for your portfolios and practice, access to industry experts and your peers covering all aspects of wealth management and an easy-to-tailor library of content and tools to showcase your value to your clients.
    Provided by: BMO Global Asset Management Contact
  • Fee Benchmarking Report (Sample)
  • Benchmarking
  • This is a customized report that identifies the average for investments, recordkeeping, trustee and total plan costs. It’s designed to help you quickly identify the appropriate cost average based on the number of plan participants, average account balance and total plan assets. Most 401(k) plan cost structures are determined by a combination of four important variables: 1.) total plan assets, 2.) number of plan participants, 3.) average participant account balance, 4.) asset allocation.
    Provided by: Thornburg Investment Management Contact
  • From (k)onnection to (k)lose Online Learning Module
  • Prospecting
  • Building a successful 401(k) practice is easier than you may think. It begins with a plan for identifying prospects, gaining their interest and closing the long-term sale. This program is designed to help advisors gain a foothold in the expanding DC market, by going step-by-practical-step through the 3 P’s: 1) Prospecting – How to Identify Clients, 2) Providing Solutions – How to Position Yourself to Win the Business, 3) Plan Servicing – How to Keep the Business.
    Provided by: Voya Investment Management Contact
  • GenLink
  • Participant Education & Outcome
  • By understanding generations, you gain a greater sense of why people are the way they are. This can be valuable insight for advisors as they work with clients of all ages amid the largest demographic shift and wealth transfer in history.
    Provided by: Ivy Investments Contact
  • Legislative and Regulatory Program
  • Fiduciary
  • Understanding key legislative and regulatory issues and meeting fiduciary obligations are critical yet challenging for plan sponsors—especially given today’s rapidly evolving landscape. From newly enacted laws to pending proposals, reforms and litigation, J.P. Morgan’s Legislative and Regulatory Program provides you with timely updates tailored specifically to the defined contribution (DC) audience.
    Provided by: J.P. Morgan Asset Management Contact