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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

 

The Advisor's Guide to Donating Non-Cash Assets to Charity
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Sponsored by: Schwab Charitable

Deepen client relationships and differentiate yourself by incorporating philanthropy into your practice. This 18-page guide will help you turn your clients' appreciated illiquid assets into tax smart charitable contributions. Download

 

 

Path to Growth: Why RIA Firms Leverage M&A as a Growth Strategy
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Sponsored by: BNY Mellon's Pershing

Ready to leverage your M&A deal as a growth strategy? Download

 

 

Charting your own course: Discover five business models from the modern RIA
Delighting the Customer

Sponsored by: Charles Schwab

Advisors are choosing the independent RIA model now more than ever. Discover the 5 paths you can take to independence. Download

 

 

A Case for Mid Cap Equities
A Case for Mid Cap Equities

Sponsored by: Carillon Tower Advisers

Adaptability. Growth potential. Overlooked opportunity. Mid-cap stocks may be the missing piece to help solve for growth. We make the case for this often-underappreciated asset class. Download

 

 

Outrageous Pricing of Real Estate Investments
Guterman

Sponsored by: Guterman Partners

It’s hard to get out, after getting in at a getting out price. Download

 

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