Forms & Literature

Semi-annual report for the six months ended June 30, 2025 (T Share) — The Investment Company of America

SIMPLE IRA Plan Sponsor Cover Letter and Form 5304

Annual mailing to plan sponsors/employers of Non-Designated Financial Institution SIMPLE IRA plans. Includes a cover letter and IR... Details

SIMPLE IRA Plan Sponsor Cover Letter and Forms (DFI mailing 2025)

Annual mailing of the Summary Description and forms that plan sponsors must distribute to all eligible employees to satisfy IRS re... Details

Spotlight - Capital Group International Vantage (F-2 Share) — American Funds International Vantage Fund

In this brochure, which is part of our strategy spotlight series, we take a look at the Capital Grou... Details

Strategy spotlight - AMCAP strategy (F-2 Share) — AMCAP Fund

In this strategy spotlight, we look at AMCAP Fund and its corresponding separately managed account, Capital Group U.S. Growth SMA.... Details

Strategy spotlight- Capital Group Washington Mutual Investors (F-2 Share) — Washington Mutual Investors Fund

In this update to the Capital Group Washington Mutual Investors strategy spotlight brochure, we take... Details

Strategy spotlight - EUPAC strategy (F-2 Share) — EuroPacific Growth Fund

In this brochure, which is part of our strategy spotlight series, we take a look the Capital Group E... Details

Takeaway 2-4 Multigenerational values map

Bridge generational gaps in advisory roles by aligning values, expectations and communication across all stakeholders. Part of the... Details

Takeaway 2-6 Set succession milestones

A strategic guide for financial professionals to plan seamless succession, ensuring continuity, trust, and future growth. Part of the digital course Build and lead a high-performing advisory practice. Details

Takeaway 3-2 Discover eight dimensions of a great experience

Design memorable client journeys by mastering eight dimensions of experience — from clarity and trust to delight and personalizati... Details

Takeaway 3-3 Find your automation opportunities

Streamline client service with automation—from onboarding to follow-ups—freeing time for deeper relationships and strategic focus.... Details

Takeaway 3-4 Relationship deepening opportunities

Spot key client moments to deepen engagement using tailored planning strategies and conversation starters across life and market e... Details

Target Date Peer Analysis (R-3 Share) — American Funds Target Date Retirement Series

An overview of several metrics that are commonly used to quantitatively evaluate target date fund pr... Details

Target Date Peer Analysis (R-6 Share) — American Funds Target Date Retirement Series

An overview of several metrics that are commonly used to quantitatively evaluate target date fund pr... Details

Target Date Retirement Blend Strategy brochure — Capital Group Target Date Retirement Series

High-level piece intended to introduce design principles, highlight distinctive features and discuss... Details

Time-tested strategies SMA brochure — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies. Details

Time-tested strategies SMA brochure – Morgan Stanley — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies avail... Details

Time-tested strategies SMA brochure – UBS — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies available at UBS. Details

Tool 1-3 Assess practice value

Tool to help assess the health of a practice in terms of growth, client strategy, team resilience and operations for long-term business value. Part of the Build and lead a high-performing advisory practice course. Details

Tool 2-1 Team structure self-assessment

Evaluate team structure to help uncover capacity risks, align roles and scale your practice for growth and succession readiness. Part of the Build and lead a high-performing advisory practice course. Details