WhitePaper Spotlight

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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

Will Tax Reform Impact Charitable Giving?
A donor’s guide to the new law and how it affects charitable giving.
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Complying with the California Consumer Privacy Act of 2018 for Financial Institutions While the CCPA impacts companies doing business in California, other states are expected to follow its lead. Read More >

Modifying Investor Behavior: How Advisors Can Protect Clients from Their Worst Instincts
Get three key strategies to help keep clients from harming their own financial futures.
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The relevance of gold as a strategic asset
Learn how gold can play a fundamental role in a portfolio.
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Estate Planning After Tax Reform
Seize the opportunity to make the most of your estate plan.
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Diversifying your Emerging-Markets Allocation
Investors should consider opportunities EM offers to better diversify their portfolios.
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2018 Five -Year Investing Trends
What forces will shape the market landscape in the next 5 years?
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The "New Normal"
How investment funds are dealing with rising interest rates.
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Trade Risks Exacerbate Late-Cycle Pressures
The U.S. and global business cycles are maturing.
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M&A Through the Operational Lens A recent survey by WealthManagement.com reports that nearly one in four advisors expects to be part of a merger or acquisition within the next two years. And over the next decade, 55 percent of advisors expect the pace of consolidation to continue — and even grow. Read More >

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