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.

  • Tax-savvy choices for equity investors
    Tax

    Tax-savvy choices for equity investors

    Oct 27, 2023 | By BlackRock
    Learn how different equity strategies and investment vehicles can impact your after-tax returns.
    Read full article Read full article
  • Donate stock to charity for bigger tax savings
    Tax

    Donate stock to charity for bigger tax savings

    Feb 15, 2023 | By BlackRock
    Stock donations are more advantageous than cash – for both you as a taxpayer and the charities you support. Be sure to maximize the benefits of your generosity.
    Read full article Read full article
  • Reduce taxation through asset location
    Tax

    Reduce taxation through asset location

    Oct 20, 2022 | By BlackRock
    Learn how to allocate assets across account types for optimal tax efficiency.
    Read full article Read full article

BlackRock mutual funds now available without transaction fees

In a down market, keeping portfolio transaction fees low is more important than ever. BlackRock funds are now available through Schwab Advisor Services with no transaction fees.*
dollar icon

Resources for developing your practice

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

featured
Considering a merger?
Navigate M&A successfully and see if it’s right for you

Hear from RIA leaders about factors to consider when evaluating deals, gain access to our Leader Lab video series, and learn about new growth strategies to increase retention when managing an M&A.

Read more about M&A Read more about M&A
The growth formula
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.

Read more Read more
Digitize your client communications
Implement a digital-first marketing strategy

Access digital marketing tools designed to help you authentically scale client communications.

Read more Read more

Earn Continuing Education (CE) credits

With topics ranging from markets and portfolios, client engagement, and practice management insights, gain new skills. Explore our CE courses on today’s key topics and discover new advisor solutions.
Learn more Learn more

Connect with clients online

Client communication strategy Client communication strategy
Video content planning Video content planning
Social media outline Social media outline

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.

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.
Get started Get started
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.

Brand & Share Expected Return Analyzer Tax Evaluator
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.
Get started Get started
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.
Start an analysis Start an analysis
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.

Get started Get started

Frequently Asked Questions

Here are some things to keep in mind when navigating our resources and tools. Your questions, answered.

Access FAQ Access FAQ