Image illustrating financial advisor speaking with client
Resources for your practice

RIA Resource Center

Invest in your practice and develop your offerings with BlackRock’s portfolio construction tools, marketing and branding platforms, practice management guides, and so much more.

BlackRock’s latest views

Gain access to market updates that can help Registered Investment Advisor (RIA) firms navigate volatility and gain more insight to better advise your clients.

  • Weekly market commentary
    Market Outlook

    Weekly market commentary

    Sep 26, 2022 | By BlackRock Investment Institute
    Many central banks aren’t acknowledging the extent of the recession needed to get inflation quickly down to their targets. Read more for the implications.
  • Taking stock: Q4 2022 equity market outlook
    Market Outlook

    Taking stock: Q4 2022 equity market outlook

    Sep 22, 2022 | By BlackRock
    Inflation may have peaked, but where does it go from here? This question is influencing the outlook for stocks. Equity CIO Tony DeSpirito offers his take.
  • Municipal market insight
    Market Outlook

    Municipal market insight

    Sep 12, 2022 | By BlackRock
    Market update from BlackRock's municipal bond team.

Resources for developing your practice

Learn new RIA investment strategies, revamp your methods, and help your clients.

Build your business
Find more time for your clients and grow your firm

Learn ways to lead your team, streamline your investment approach, hear from BlackRock’s insights leadership, and earn tomorrow’s clients. Access growth strategies and improve your firm’s efficiencies. We have the formula.

Streamline client portfolios
Help your clients invest with confidence

Learn about our four-step process to manage your client’s portfolios, grow your practice, and provide the clarity and context your clients need to define their review process.

Join our RIA community

Learn about the latest insights with RIA firms, attend our exclusive events, and hear from firms just like yours. Be a part of a community that has the same goals as you.

RIA First Friday
On the first Friday of the month, join our community of hundreds of RIA firms across the US who tune in to hear about the latest market opportunities and management strategies.
financial advisor smiling at desktop
Hear from RIAs like you
Private Advisor Group’s James Sullivan shares what top RIAs are doing to differentiate their client experience, grow their practice, and retain talent.
social changes

Tools and Resources

Log in to access our suite of portfolio construction and marketing tools to help you streamline internal processes and offer your clients the best solutions.

Image Cta-4
Image Cta-5
Video Player-1
Market content with your brand
Show off your firm’s brand by adding your logo to our written insights and other client-facing content.
image illustrating portfolio content with original logo
Expected Return Analyzer
Test your portfolios against forward-looking projections to see how they stack up against your clients’ goals and which alternative strategies can help bridge the gap.
image illustrating expected return range

You don’t have to spend hours collecting and analyzing the tax impact of capital gains on all your clients portfolios. Tax Evaluator aggregates and automates this process for you! With access to over 7,000 mutual funds and ETFs all in one place, you can create a detailed picture – in minutes. See which funds have reported estimated capital gains distributions before your clients incur the tax liability. You can also help your clients consider the benefits of tax loss harvesting by identifying funds with negative price returns. Additionally, compare fund characteristics and rankings to help clients make informed decisions about specific holdings. Use Tax Evaluator to track portfolios, identify potential tax savings, and help your clients keep more of what they earn. Run a tax analysis today at blackrock.com/tax.

USRRMH0921U/S-1847063-1/2

Tax Evaluator

Use our evaluator to help identify and avoid pending capital gain distributions for 3,500+ funds, discover tax loss harvesting opportunities, and help your clients keep more of what they earn.