www.capitalgroup.com
Open in
urlscan Pro
104.90.184.43
Public Scan
URL:
https://www.capitalgroup.com/advisor/practicelab.html
Submission: On May 05 via api from CH — Scanned from DE
Submission: On May 05 via api from CH — Scanned from DE
Form analysis 2 forms found in the DOM
Name: SiteSearch — GET /advisor/search.html
<form method="GET" id="SiteSearch" name="SiteSearch" action="/advisor/search.html">
<input type="text" id="q" name="q" value="" class="yui-ac-input" autocomplete="off" placeholder="Search">
<input type="submit" value="Search">
<div id="autocomplete" class="yui-ac-container">
<div class="yui-ac-content" style="display: none;">
<div class="yui-ac-hd" style="display: none;"></div>
<div class="yui-ac-bd">
<ul>
<li style="display: none;"></li>
<li style="display: none;"></li>
<li style="display: none;"></li>
<li style="display: none;"></li>
<li style="display: none;"></li>
<li style="display: none;"></li>
<li style="display: none;"></li>
<li style="display: none;"></li>
<li style="display: none;"></li>
<li style="display: none;"></li>
</ul>
</div>
<div class="yui-ac-ft" style="display: none;"></div>
</div>
</div>
</form>POST https://investor-identity.capitalgroup.com/sso/saml2/0oa15m6lmvQnDz6Dn4x7
<form action="https://investor-identity.capitalgroup.com/sso/saml2/0oa15m6lmvQnDz6Dn4x7" method="post">
<input type="hidden" name="RelayState">
<input type="hidden" name="SAMLResponse">
</form>Text Content
Enable accessibility Menu * * * * * * * * * * Client Accounts Client Accounts -------------------------------------------------------------------------------- CLIENT ACCOUNTS Dashboard/Client List Recent Transactions -------------------------------------------------------------------------------- RECENTLY VIEWED ACCOUNTS You must log in to access recently viewed accounts. Log in to Client Accounts You have no recently viewed accounts. US • Financial Professional US • Financial Professional Global Sites SELECT YOUR LOCATION * Australia & New Zealand * Austria * Belgium * Canada * Denmark * Finland * France * Germany * Hong Kong SAR * Iceland * Ireland * Italy * Japan * Luxembourg * Middle East * Netherlands * Norway * Portugal * Singapore * Spain * Sweden * Switzerland * Taiwan * United Kingdom * United States * U.S. Offshore * International - other * Asia - other Who are you ? Adviser Institutions & Consultants Individual Investors Select another location DE EN Wer bist du ? Institutionelle Investoren & Consultants Finanzintermediäre Privatanleger Wählen Sie einen anderen Ort Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location DE EN EN FR Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location Qui êtes vous ? Institutions et consultants Intermédiaires financiers Investisseurs particuliers Sélectionnez un autre emplacement EN FR EN FR Who are you ? Individual Investors Financial Advisors Institutions and Consultants Select another location Qui êtes vous ? Particuliers Conseillers financiers Institutions et consultants Sélectionnez un autre emplacement EN FR Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location EN FR Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location Qui êtes vous ? Institutions et consultants Intermédiaires financiers Investisseurs particuliers Sélectionnez un autre emplacement EN FR DE EN Wer bist du ? Institutionelle Investoren & Consultants Finanzintermediäre Privatanleger Wählen Sie einen anderen Ort Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location DE EN Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location EN IT Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location tu chi sei ? Clienti Istituzionali Intermediari e Consulenti Finanziari Investitori privati Seleziona un'altra posizione EN IT DE EN FR Wer bist du ? Institutionelle Investoren & Consultants Finanzintermediäre Privatanleger Wählen Sie einen anderen Ort Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location Qui êtes vous ? Institutions et consultants Intermédiaires financiers Investisseurs particuliers Sélectionnez un autre emplacement DE EN FR Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location EN ES Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location Quién eres tú ? Instituciones y consultores Intermediarios financieros Inversores individuales Seleccione otra ubicación EN ES Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location DE EN FR Wer bist du ? Institutionelle Investoren & Consultants Finanzintermediäre Privatanleger Wählen Sie einen anderen Ort Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location Qui êtes vous ? Institutions et consultants Intermédiaires financiers Investisseurs particuliers Sélectionnez un autre emplacement DE EN FR Who are you ? Institutions & Consultants Financial Intermediaries Individual Investors Select another location Who are you ? FINANCIAL INTERMEDIARIES Financial Professional RIA INVESTORS Individual Investor Private Client Retirement Plan Investor INSTITUTIONS Institution or Consultant RETIREMENT PLANS Employer or Plan Sponsor Third-Party Administrator Select another location Who are you ? RETIREMENT PLAN INVESTOR Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use: IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1, 2 OR 754 Visit americanfunds.com/retire IF YOUR PLAN ID BEGINS WITH 34 OR 135 Visit myretirement.americanfunds.com Back to select a different role * Volatility * Investments Investments -------------------------------------------------------------------------------- RETURNS Mutual Funds Exchange-Traded Funds Model Portfolios Insurance Series Mutual Funds Separately Managed Accounts -------------------------------------------------------------------------------- RESOURCES & RESEARCH Find an Investment Portfolio Consulting & Analytics Variable Annuity/Insurance Solutions Model Portfolios 401(k) -------------------------------------------------------------------------------- MORE OFFERINGS CollegeAmerica 529 Plans Target Date Retirement Series Traditional/Roth IRAs -------------------------------------------------------------------------------- OUR APPROACH Investment Approach Fixed Income Portfolio Solutions & Services Exchange-Traded Funds Environmental Social & Governance Separately Managed Accounts See All Investments * Retirement Plans Retirement Plans -------------------------------------------------------------------------------- DEFINED CONTRIBUTION FOCUS FUNDS Target Date Retirement Series U.S. Equity International/Global Equity Fixed Income -------------------------------------------------------------------------------- EMPLOYER-SPONSORED PLANS PlanPremier 401(k) RecordkeeperDirect 401(k) SIMPLE IRAs SEP IRAs -------------------------------------------------------------------------------- INSIGHTS & RESOURCES Retirement Insights Evaluate Target Date Series Compare Plan Fees & Expenses See All Retirement Plans * Insights & Practice Management Insights & Practice Management -------------------------------------------------------------------------------- CAPITAL IDEASTM Outlook Equity Markets & Economy Fixed Income Retirement CE Credit Center Podcast Newsletter -------------------------------------------------------------------------------- See All Capital Ideas Insights -------------------------------------------------------------------------------- PRACTICELAB® Client Experience Business Management Financial Planning Podcast Webinars -------------------------------------------------------------------------------- See All PracticeLab Resources * Tools & Resources Tools & Resources -------------------------------------------------------------------------------- CLIENT ACCOUNT SUPPORT Service Center Forms & Literature Tax Center Submit Documents Online Contact Us -------------------------------------------------------------------------------- INVESTMENT TOOLS Portfolio Analyzer Run a Hypothetical Screen or Compare Investments Portfolio Reliance Calculator -------------------------------------------------------------------------------- RETIREMENT PLANS Evaluate Target Date Series Preliminary Plan Fee Quote Compare Plan Fees & Expenses See All Tools & Resources * About Us About Us -------------------------------------------------------------------------------- Our Beliefs Investment Approach Diversity, Equity & Inclusion Global Citizenship History Media Relations Careers See More About Us Log In Log Out Log In -------------------------------------------------------------------------------- CLIENT ACCOUNTS Log in to Client Accounts Log out of Client Accounts -------------------------------------------------------------------------------- AMERICAN FUNDS WEBSITE ID Username Log in to the Advisor Website Register Log out -------------------------------------------------------------------------------- RIA INSIDER ID Log in to RIA Insider -------------------------------------------------------------------------------- EMPLOYER-SPONSORED RETIREMENT PLANS PlanPremier®-Bundled PlanPremier®-TPA RecordkeeperDirect CLIENT EXPERIENCE BUSINESS MANAGEMENT FINANCIAL PLANNING CE CREDIT CENTER Select a Category * Client Experience * Business Management * Financial Planning -------------------------------------------------------------------------------- * CE Credit Center PATHWAYS TO GROWTH WHAT DO FAST-GROWING PRACTICES DO DIFFERENTLY? We surveyed more than 1,500 advisors to find out. Capital Group's inaugural Pathways to Growth benchmark study uncovered select behaviors and skills that helped practices grow 60% faster than average. See findings UPCOMING EVENT WEBINAR SUCCESSFUL RETIREMENT PLANNING FOR TODAY'S MODERN MIDLIFE Drive client loyalty to and through retirement. Find ways to elevate your value as a retirment income specialist with our four-step framework. CE credit available May 17, 2022, 11:00 AM PT/2:00 PM ET REGISTER NOW | 60 MIN WEBINAR FEATURED * TEAM MANAGEMENT A SUCCESSION PLAN FOR SUCCESS, WITH KYLE WEBER AND NICK JOHN 27 MIN PODCAST * PLANNING & PRODUCTIVITY HOW ADVISORS ARE DRIVING GROWTH WITH MODEL PORTFOLIOS 8 MIN ARTICLE * RETIREMENT PLANNING A HOLISTIC RETIREMENT PLAN IN 4 EASY STEPS 7 MIN ARTICLE TAX & ESTATE PLANNING THE ADVISOR'S GUIDE TO TAX AND ESTATE PLANNING | 8 MIN ARTICLE -------------------------------------------------------------------------------- RETIREMENT PLAN BUSINESS CONNECTING THE RETIREMENT BUSINESS TO WEALTH MANAGEMENT, WITH JONATHAN FREEMAN AND BRIAN MCCARVER | 13 MIN PODCAST -------------------------------------------------------------------------------- CLIENT RELATIONSHIP & SERVICE HOW TO ATTRACT IDEAL CLIENTS, TAILOR YOUR SERVICES AND GROW YOUR BUSINESS | 7 MIN ARTICLE -------------------------------------------------------------------------------- RETIREMENT PLANNING THE BUCKET APPROACH TO RETIREMENT INCOME | 9 MIN ARTICLE -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- EXPLORE MORE FROM PRACTICELAB® -------------------------------------------------------------------------------- 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. SEE TOOLS AND RESOURCES ELITE ENGAGEMENT From brand building to navigating challenging client conversations, our six module series targets your biggest challenges and opportunities. Learn More PATHWAYS TO GROWTH In Capital Group's 2022 Advisor Benchmark Study, we surveyed more than 1,500 advisors in search of answers to a crucial question: Why do some practices grow over 138% faster than others? See findings WEBINARS Engage with new ideas and discover meaningful new ways to optimize your business — while earning CE credit. Traits of top teams: How to define your ideal client Reinvent your retirement playbook ALL WEBINARS PODCASTS Listen up! The PracticeLab podcast features experienced financial professionals sharing success stories that you can apply in your own practice. Using behavioral finance to help clients live their best lives, with Jay Wheeler “Force multipliers” as the catalyst for growth, with Jonathan Freeman and Brian McCarver ALL PODCASTS CE CREDIT CENTER Meet your continuing education goals for CFP and CIMA CE CREDIT CENTER Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. Use of this website is intended for U.S. residents only. American Funds Distributors, Inc., member FINRA. This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. * STAY CONNECTED: * Contact Us * Sign Up for Email * * Follow Us: * Linkedin (external link) * Twitter (external link) * Facebook (external link) * Youtube (external link) * Instagram (external link) CLIENT ACCOUNTS * Dashboard / Client List * Recent Transactions * INVESTMENTS * Find an Investment * Mutual Fund Returns * Portfolio Solutions & Services * Fixed Income * College America 529 Plans * Variable Annuity Insurance Solutions * RETIREMENT PLANS * Retirement Plan Solutions Center * Target Date Retirement Series * Employer-Sponsored Plans * Traditional and Roth IRAs * Evaluate Target Date Series * Compare Plan Fees & Expenses * INSIGHTS & PRACTICE MANAGEMENT * Capital Ideas™ * PracticeLab™ * TOOLS & RESOURCES * Service Center * Forms & Literature * Tax Center * Submit Documents Online * Run a Hypothetical * Screen or Compare Investments * Co-Browse * ABOUT US * Our Beliefs * Investment Approach * Diversity, Equity & Inclusion * Global Citizenship * History * Media Relations * Careers * Locations * Security * Policies & Disclosures * Copyright © 2022 Capital Group. All rights reserved. * PRIVACY * Portfolio Agreement * Business Continuity * Third-Party Content * Accessibility Statement * AdChoices Do Not Sell My Personal Information Feedback