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.
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.
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.
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*.
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.
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 (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:
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:
Investors are living through historic times. The personal, political, and economic fallout from the pandemic may impact portfolios far beyond the present, making adaptability and resilience key investment traits.
In the new “2020 Midyear Outlook – Recession, Recovery, and Resilience” report, Wells Fargo Investment Institute examines the contours of change and how investors might adapt over the months and years to come. The report addresses issues such as:
Learn how investors might align their portfolios with their principles.
During periods of market uncertainty, now is an appropriate time to evaluate your portfolio. If you are looking more closely to align your portfolio with your principles, you may want to think about a discipline broadly known as sustainable investing.
In the new report “Sustainable Investing – Investing with a Purpose,” Wells Fargo Investment Institute explores the many facets of sustainable investing. The report addresses issues such as:
• Does sustainable investing trade profit for principle?
• What environmental, social, and governance criteria appeal to today’s investors?
• How do investors adopt a sustainable investing approach that reflects their goals?
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:
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:
Read the report for highlights of what this means and how investors can prepare.
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.
*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.