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Wealth Management

Wealth Management

Solutions to help advisors confidently deliver investment advice

As a fully engaged extension of your firm and partner in your success, we connect you with subject matter experts and provide insights to help take your business to the next level.

Helping client firms pursue successful client investment outcomes

You provide clarity and guidance through thoughtful planning, we provide access to an extensive product platform that helps firms and their advisors address both sides of a client’s balance sheet.

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Advisory Solutions

We offer an extensive advisory product line-up that allow advisors to recommend discretionary and non-discretionary managed investment solutions.** Client firms have access to our senior strategists and advice-giving teams that provide objective insights and guidance on leveraging our robust research platform.

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Research Center

Our Research Center provides market insights commentary and access to the latest research and recommendations on equities, fixed-income, and funds from the Wells Fargo Investment Institute*.

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Liabilities Management

We offer access to lending services and lending specialists (available through affiliates) to help manage both sides of a client’s balance sheet and broaden the services they provide.

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Life Event Services

Challenging life events can be opportunities to build strong relationships with clients. We offer professional resources to help advisors assist clients moving into new phases of their lives.

Wells Fargo Investment Institute

Wells Fargo Investment Institute (WFII)* is home to more than 100 investment professionals focused on providing timely, and actionable investment expertise and advice that advisors can use to help their clients succeed financially. Among the resources that advisors will find at WFII are:

  • Strategic and tactical asset allocation recommendations
  • Proprietary manager research
  • Diversified portfolio strategies
  • Market commentary and thematic research

WFII resources are readily available via the SmartStation® ResearchCenter. It includes correspondent provider perspectives on equities, fixed income, real assets, and alternative investments, as well as commentary, reports, and materials. Follow the links below to our latest reports:

2020 Outlook A Call for Resilience

As we enter 2020 we appear to be in the late part of the economic and market cycles. Late cycle investing can leave many investors wondering whether they should move away from risk in their portfolio or simply stop investing at all. Wells Fargo Investment Institute (WFII) believes this is the time to focus on resilient equities, fixed income, and real assets.

Gain perspective on improving portfolio resilience in the “2020 Outlook—A Call of Resilience” and get actionable advice to implement in client portfolios.

Other topics addressed in the report include:

  • The implications of slowing global economic growth and low interest rates
  • Where to find opportunities in global equities and fixed income
  • Five moves to help make portfolios more resilient against late-cycle uncertainties
View Report

How Bull Markets End

As of October 2019, the U.S. economy has been growing for 126 months, the longest expansion since the mid-19th century.

During the same period, the S&P 500 Index has sustained the longest bull market on record. The length of these two runs has heightened investors’ anxiety that surely the good times must end soon.

Bear markets are a normal part of the market cycle. This leads to two important and related points:

  1. Bear markets are difficult to time.
  2. Because of that, we favor planning for an eventual downturn. This can help investors avoid a fear-based reaction that can work against their long-term financial goals.

Read the report for highlights of what this means and how investors can prepare.

View Report

Reimagining Retirement

In today’s world, individuals have a much greater responsibility to save for their own retirement—with the advantage of greater flexibility but the disadvantage of responsibility for any savings shortfalls.

In its new report, “Reimagining Retirement,” Wells Fargo Investment Institute looks at how each of the generations in the workforce today—Baby Boomers, Generation Xers, and Millennials—are moving toward retirement and provides guidance that can help them get there.

The report also addresses the value of developing a planning mindset and the importance of preparing for longer life spans.

View Report
Block Quotes

Digital disruption will force us to recognize the real value the human will play as an intermediary. It's not going to be based purely on academic and technical skills, but also your ability to relate and connect with people at a different level.

Bill Coppel, Chief Client Growth Officer

*Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

**Advisory programs may not be appropriate for all clients.

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