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WHITE PAPER SPOTLIGHT

We've selected the top trending and most relevant new research for you to download - courtesy of WealthManagement.com.
 
This Week's Top White Papers

 
Comparing the Performance of Annuities
Delighting the Customer

Sponsored by: New York Life

Read this research paper to learn why a variable annuity with a GMAB may be the right choice for retirement investors. Download

 

 
Longevity: Does 4% Withstand the Test of Time?
white paper cover

Sponsored by: Informa Financial Intelligence

Your clients nearing retirement age need to be concerned about outliving their investments. Download

 

 
The Advantages of Integration
Delighting the Customer

Sponsored by: Salesforce

Learn how to achieve more with integrated CRM and goals-based planning systems. Download

 

 
What makes a moat?
white paper cover

Sponsored by: VanEck

Learn more about Morningstar's Five Sources of Moat. Download

 

 
How to Choose the Right TAMP for Your Advisory Business
white paper cover

Sponsored by: FTJ Fundchoice

Be better prepared to evaluate and select a TAMP partner that is suited to support your growing advisory business. Download

 
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