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FA Whitepapers

 

July 2015  
The 21st Century Is No Time to Be Passive American Funds June
While a growing number of voices in the media today proclaim the superiority of passive investing over active management, our results provide striking evidence of the contribution that active management has made to total return and to helping investors pursue their income needs.

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July 2015  
Straight Talk: Mid-Year Outlook Janus
Investors face continued volatility in the remainder of 2015—but there’s an upside too. In this mid-year outlook, the experts at Janus Capital Group share investment insights and strategies to help you navigate the months ahead.

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June 2015  

Build a Recession-Proof Practice

Since the financial crisis of 2008, it’s become even more challenging to stay profitable.
  • Clients can be more demanding
  • The regulatory environment is more challenging
  • Technology is changing
  • Your business is more complex
  • Margins are squeezed tight
  • You may have more lower-revenue clients than you’d like
The good news: the best time to make changes is during an up-market—so you’re prepared when the market weakens.

 

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Build a Recession-Proof Practice

July 2015  
Alpha - Earnings Anatomy
Earnings estimates, and their revisions
ETF Securities
“Earnings estimate revisions are the most powerful force impacting stock prices” – Len Zacks. Discover the pathway to earnings based off a 25-year track record. To learn more about earnings and Alpha generating strategies click here.

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July 2015  
Using Risk to Manage Client Expectations Riskalyze
One of the biggest challenges that advisors face when working with their clients is properly setting and managing expectations for portfolio returns. Learn how to gain ROI by talking about risk instead of returns, leading to greater practice efficiency, increased productivity and higher levels of client trust.

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July 2015  

Consolidate Data and Analytics:
How are your peers gaining efficiency
with a single solution?

 
Explore the case studies of two successful wealth management firms. Learn how they cut costs, stepped up their portfolio analytics, expanded mobile access, and can research multiple asset classes and security types with a single, intuitive solution.


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