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This Week's Top Trending Resources

WMIQ RESEARCH REPORT

2024 Trends in Trust and Estate Planning

Prepare for the future with expert insights — explore the latest findings on trust and estate planning trends in 2024.

In partnership with Bank of America

FASTCHAT VIDEO

Investing in Diversity: Doing Well and Doing Good

Learn why choosing a firm that champions diversity and inclusion can help make change in the industry while growing your business.

Sponsored by Wells Fargo

WHITE PAPER

Blazing a new trail for the next generation of investors & advisors.

Sponsored by Axtella

WMIQ RESEARCH REPORT

Active & Passive Investments in Portfolio Construction: What Advisors Are Doing Now

See how advisors are combining active and passive strategies for optimal portfolio results.

In partnership with Envestnet

WHITE PAPER

Why Automation Is the Key to Sustainable Growth

Discover the real difference between fast-growing RIAs and those that plateau in this free guide from Practifi.

Sponsored by Practifi

WMIQ RESEARCH REPORT

Wealth Managers and RPA Advisors: The Growing Impact of Employee Wellness

Discover how the convergence of wealth management and retirement plan advice is shaping the financial advisory business.

In partnership with Marsh McLennan Agency

WHITE PAPER

Apex x Facet — Case Study: Unlocking New Levels of Growth

Facet drives growth with Apex real-time account opening.

Sponsored by Apex Fintech Solutions

WHITE PAPER

An Insights White Paper

Building dynamic retirement solutions.

Sponsored by Protective

SPONSORED VIDEO

What’s a Legacy Income Trust?

Brian C. Smith, Executive Director with Eaton Vance, explains the benefits of Legacy Income Trusts as a charitable giving and estate planning tool.

Sponsored by Eaton Vance

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