Wealth Strategies
Our mission
Our Wealth Strategists’ mission is to serve as a resource to strengthen and deepen your relationships with clients and prospects. We help you further your success through education and support on topics like:
Featured program
Amplifying Human Intelligence
Advisory teams are under more pressure than ever to move faster, process more information, and still deliver deeply human client experiences. Amplifying Human Intelligence is a practical, advisor-focused program designed to help teams integrate AI as a strategic partner. One that enhances judgment, sharpens focus, and strengthens client connection, without losing the human edge that defines great advice. Rather than "tech for tech's sake," this program shows how AI can work alongside critical thinking and empathy to support the work advisors do every day.
Core Offerings
Financial Exploitation
Designed to help financial advisors protect investors from financial fraud and exploitation.
Wealth Planning Trends
Ideas and strategies to grow your practice and help your clients with tax, estate, and retirement planning.
Estate planning and wealth transfer
Strategies to build successful wealth transfer plans and ideas for managing family dynamics.
Meet our specialist consulting group
With over 20 dedicated specialists and consultants, we strive to help you tackle challenges and implement solutions across key practice areas.
Insights
Investor Survey: How do investors feel about advisors using AI?
A closer look at one of the key findings from Janus Henderson’s 2026 Investor Survey, which sought to gauge investor sentiment around AI.
2026 Investor Survey: Perspectives on AI
How investors are thinking about AI in terms of financial guidance, advisor use, and as a long-term investment theme.
Adding annuities and life insurance to the retirement planning toolkit
How annuities and life insurance have moved out of silos to become part of the broad retirement planning conversation for advisors and their clients.