What's New


Traits of top advisors in 2024

Our proprietary study of nearly 3,000 advisors reveals top advisor traits that fuel success. Learn how they engage new clients, add value to current relationships and lead teams optimized for growth.







#1 in practice management resources, two years in a row*

American Funds named gold award winner in Corporate Insight Asset Management Monitor – Advisor Awards, December 2022 and 2023.


Your personalized growth plan

In our research, practice management optimization helped some advisors grow at double the rate of their peers. Find out how you compare along with ways to find your focus.

Elite engagement

From acquiring ideal clients to driving efficiency to boosting digital growth, our proven strategies can help elevate your practice.

Retirement planning playbook

Retirement is a time of reinvention and an exciting new life stage for the investors you serve. Help them thrive by providing guidance on every front.


Engage with new ideas and discover meaningful new ways to optimize your business — while earning CE credit.


Listen up! The PracticeLab podcast features experienced financial professionals sharing success stories that you can apply in your own practice.

CE Credit Center

Meet your continuing education goals for CFP and CIMA

*American Funds is a gold award winner in Corporate Insight’s Annual Asset Management Monitor – Advisor Awards, December 2022 and December 2023. Corporate Insight recognized American Funds’ PracticeLab hub, podcast and webinars as part of their 2022 and 2023 benchmarking analysis of the financial advisor sites offered by leading asset managers. Corporate Insight reviewed specific site features and distributed awards in gold, silver and bronze based on the quality of desktop tools and features in five areas: homepages, practice management resources, fund profile pages, login and registration, and portfolio diagnostic tools. Corporate Insight used its proprietary benchmarking software and ratings criteria to evaluate and compare the full digital capabilities of 20 firms’ websites. For practice management resources, they evaluated firms based on positioning, range of topics, publication frequency, content format and value-added features.

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