Taxes hurt
BlackRock offers tools to help financial advisors with year-end tax planning. Tax Estimator features upcoming capital gains estimates and data on underperforming mutual funds relative to their benchmarks.
See estimates
See estimates
iShares ETFs are now commission free
The full lineup of over 350 iShares ETFs are now commission free in more places.* Help clients reduce fees, improve tax efficiency and seek long-term growth with iShares ETFs.
Explore ETFs
Explore ETFs
Financial Advisor Tools
Solutions to accelerate your growth
Your clients’ financial wellness and the well-being of your practice go hand-in-
hand. We offer you valuable tools, insights, and educational resources to support
you on your mission. It’s another way BlackRock partners with you.
Portfolio Analysis
Insights in action
Insights in action
Navigate market movements with on-demand insights from BlackRock’s global analyst team. Tap into our expert views, then use our Aladdin® analytics to see how your portfolios may perform.
See How
See How
Presentation tools
Conversations that matter
A great conversation can see clients through market fluctuations and keep them invested in long term strategies. Use our suite of tools to demystify market dynamics and put your recommendations in language that’s easy to understand.
Financial Advisor Education
CE Credits on your schedule
More than a place to quickly earn CE credits, our learning platform offers a wealth of resources for practice transformation, the latest advisor trends and other resources you'll actually use. It’s an invaluable resource for your practice.
Model Portfolios
Relationships first
Your clients value your time and attention, even as your practice grows. Model portfolios save time on your investment selections, so you won't sacrifice the personal service that matters most.
*All iShares ETFs now trade commission free with select custodians. Some restrictions may apply. Transactions in shares of ETFs may result in brokerage commissions and will generate tax consequences. All regulated investment companies are obliged to distribute portfolio gains to shareholders.
** Cerulli Associates, "U.S. Advisor Metrics 2016: Combatting Fee and Margin Pressure. Time savings estimation assumes 20% time savings x a 45hr work week x 50 weeks per year = 450hrs saved.
The tools are provided on an "as-is" basis. BlackRock expressly disclaims all warranties, express or implied, statutory or otherwise with respect to the tools (and any results obtained from their use) including, without limitation, all warranties or merchantability, fitness for a particular purpose or use, accuracy, completeness, originality and/or non-infringement. In no event shall BlackRock have any liability for any claims, damages, obligations, liabilities or losses relating to the tools including, without limitation, any liability for any direct, indirect, special, incidental, punitive and/or consequential damages (including loss of profits or principal). The use of the tool is subject to the BlackRock Terms of Use.
The data collected through the tools is treated pursuant to BlackRock’s Data Promise.
IMPORTANT: The projections or other information generated by the tools regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Investing involves risk, including possible loss of principal.
Prepared by BlackRock Investments, LLC, member FINRA
© 2019 BlackRock, Inc. All rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iRETIRE, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, TARGET DATE EXPLORER the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.
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