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White Paper Spotlight
John, we've selected the top trending and most relevant new research for you to download — courtesy of WealthManagement.com

How referable are you? Common wisdom says that referrals are the most effective way to gain new clients. Yet, many advisors still struggle to attract enough referrals to hit their growth expectations. Read More >

Income With Impact: A Guide to Green Bonds Learn how to make an environmental impact with your fixed income allocation. Read More >

Two reasons active management may be coming back into favor With changing economic and market conditions, the time may be right for actively managed U.S. large-cap funds to take the lead.

Hosting a Flawless Client Event Memorable client events don't just happen. Whether it's an in-person or virtual conference, seminar, or customer appreciation day, and whether you have three weeks to plan or an entire year, your event's success hinges entirely on the details. Read More >

Empowered by Technology Technology is supposed to make our lives easier. Real business solutions offer efficiency and simplicity, not headaches.

Inside the Mind of the Client, Part 1 Are investors rational or irrational? Dig into behavioral finance in part 1 of this series of articles and discover how to help your clients make good investing decisions — and avoid the bad ones.

What is the expected course of equity returns? Equity returns have reached more than 10% in recent years. Can investors expect to see such high levels again in the long-term?

Balancing Act Since the financial crisis, investors have been searching for ways to temper the damaging effects of volatility. But the need for growth persists as retirees are living longer, health care and education costs continue to rise and the threat of inflation looms.

Challenges in the ESG Environment Environmental, social and governance (ESG) investing is a topic of increasing interest, particularly among certain investor profiles. While it’s difficult to predict how changes will play out, we believe ESG investors have reasons for confidence. Read More >

Attitudes And Trends In Working With Multiple Generations Within One Family New options helping to bridge the gap between generations. Read More >

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