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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

 
7 Keys to updating your advisor tech
Delighting the Customer

Sponsored by: Orion

Don't get burned when modernizing your tech stack. The average advisory firm spends up to $50,000 a year on fintech. Improve your ROI by vetting your options against these 7 hallmarks of quality. Download

 

 
Combining Factors to Target Specific Investment Outcomes
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Sponsored by: Fidelty Investments

Explore the potential benefits of combining equity factors. Download

 

 
Longevity: Does 4% Withstand the Test of Time
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Sponsored by: Informa Financial Intelligence

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

 

 
Municipal Bond Asset Allocation Guides
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Sponsored by: New York Life

Blended municipal allocations from MacKay Municipal Managers. Download

 

 
Advisor Playbook - 2019 Investment Strategies
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Sponsored by: Gurtin Municipal Bond Management, a PIMCO Company

Gain valuable insights covering a broad spectrum of investment strategies. Download

 
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