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Most recently updated pieces

Global equity strategy guide (A shares for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in global equity strategies. It gives an overview of the charac... Details

Updated: Sep 2026

Max: 50

A guide to American Funds at LPL Financial (Dealer Vrs - LPL)

The guide describes the broad array of investment vehicles available to LPL financial professionals. Details

Updated: Sep 2026

Max: 25

Historical Allocations Report – American Funds Models — American Funds Model Portfolios

This report details the initial allocations and all subsequent reallocations for the American Funds ... Details

Updated: Sep 2026

Not available to order

Historical Allocations Report – CG Active-Passive Models

This report details the initial allocations and all subsequent reallocations for the Capital Group Active-Passive Model Portfolios... Details

Updated: Sep 2026

Not available to order

How advisors can use AI as a growth driver in 2026

Discover how financial advisors are using artificial intelligence in 2026, where it can be applied and how to help future-proof yo... Details

Updated: Sep 2026

Not available to order

How-to guide for ETF due diligence

A navigation guide to gain practical insights for aligning ETF selection with investors’ longterm goals. Traditional evaluations can overlook what else financial professionals should consider in a growing market. Details

Updated: Sep 2026

Max: 50

How to select a custom models portfolio strategist

This piece outlines the five key questions you should ask when looking for a custom models portfolio strategist: Is this an organi... Details

Updated: Sep 2026

Max: 50

Inside the high-performing DC practice

Capital Group and Broadridge partnered with Escalent for the 2026 DC Advisor Benchmark Study. We’ve used insights provided by 439 advisors to outline four operating moves used by leading defined contribution advisory tea... Details

Updated: Sep 2026

Not available to order

International equity strategy guide (A-share for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Sep 2026

Max: 50

International equity strategy guide (F-2 share for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Sep 2026

Max: 50

International Growth and Income Fund Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when ... Details

Updated: Sep 2026

Invest with a long-term focus

This PDF explains how investing with a long-term focus can help retirement plan participants reach their retirement goals. Details

Updated: Sep 2026

Not available to order

It’s easy to manage your SIMPLE IRA Plus plan online

This website user guide is designed to help plan sponsors and third-party administrators manage their SIMPLE IRA Plus plan on the ... Details

Updated: Sep 2026

Not available to order

It’s easy to set up a SIMPLE IRA Plus plan

This fact sheet gives an overview of the SIMPLE IRA Plus plan set up and enrollment process and help define the roles that financi... Details

Updated: Sep 2026

Key changes from the One Big Beautiful Bill Act (OBBBA)

A resource for financial advisors to help understand which key tax changes will impact their clients – from all investors to high ... Details

Updated: Sep 2026

Less is more - Which energy efficiency enablers could prosper as AI data centers proliferate?

How can data centers stretch each watt of electricity to support more computational power? Read abou... Details

Updated: Sep 2026

Not available to order

Lifetime gifting conversation guide

These gifting questions can help advisors uncover their clients’ philosophy and intentions when it comes to sharing wealth with family and friends. Details

Updated: Sep 2026

Not available to order

LPL Research American Funds Active Core portfolios (Dealer Vrs - LPL)

The investor-facing single sheet provides an overview of LPL Research American Funds Active Core portfolios and recent fund alloca... Details

Updated: Sep 2026

Max: 50

Morgan Stanley ETF Single sheet (Sept 2026) (Dealer Vrs - MS)

This single sheet displays Capital Group ETFs, the Morningstar categories in which they reside and the ETFs’ expense ratios. Details

Updated: Sep 2026

Moving from saving to spending in retirement

Leverages research conducted by CG into the spending mindset of pre retirees and retirees, offering our recommendations on how fin... Details

Updated: Sep 2026

Max: 50

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