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Advisory board starter kit

Advisory boards are among the best ways to transform clients into advocates for your business, generating loyalty as well as referrals. But those benefits don’t come without effort. Here are our easy steps to get started... Details

Updated: Oct 2024

American Funds Managed Portfolios

Describes all of American Funds' Managed Portfolios offerings, including Portfolio Series and Target Dates, and educates investors on the values of diversified, actively managed holdings. Details

Updated: May 2026

Capital Group ETF portfolio implementation ideas brochure

This brochure features 10 portfolio ideas for implementing an allocation of Capital Group’s active ETFs. Details

Updated: Sep 2024

Max: 50

CollegeAmerica - Combining tax planning and 529 education savings plans

This client-facing single sheet explains and illustrates potential estate planning benefits of 529 college savings plans. Details

Updated: Dec 2025

In state or out of state? 529 college savings plan tax guide

This piece is designed to help all types of advisors, including RIAs, determine whether investing in an in-state 529 savings plan ... Details

Updated: Jun 2025

Investing against the tide

This single sheet is intended to help place the current market turmoil in historical context, it features text from a letter authored in 1974 by former Capital Group Chairman Jim Fullerton recalling another dark time in ... Details

Updated: Mar 2020

Not available to order

A model portfolio for every investor (Dealer Vrs - RJ) — American Funds Model Portfolios

This single sheet features the American Funds model portfolios available to Raymond James registered... Details

Updated: May 2026

Max: 25

Unlock a world of possibilities - CollegeAmerica 529 savings plan

Shows how CollegeAmerica is a way to help families face one of the most expensive challenges they’ll ever have: putting a child th... Details

Updated: Feb 2025

When to invest? History suggests opportunity to redeploy cash

A single sheet explaining how cash-like investment returns historically lagged stocks and bonds when the Federal Reserve was on pa... Details

Updated: Nov 2024
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