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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:

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

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
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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