FA Whitepapers

Whitepapers Archive  |  Market and Economic Outlook

August 2021   


Aging Clients And Your Role

Client relationships evolve over time, shifting from investment guidance to retirement income planning to estate planning. This last phase can be emotionally delicate but is perhaps the most important service you can provide for a client and their family. This case study is the story of a financial professional named Beth and her excellent use of empathy to prepare her clients Susan and Bill for this final phase of living well.


Selecting the Right Technology to Scale Your Firm Sustainably

As advisory firms scale, so does their complexity. Tech stacks that may have worked in the early stages of firm growth may not be able to support teams operating at scale. That's why now more than ever, it is important for firms to accurately define their needs and requirements when selecting new technology to support their goals and vision.

In this eBook, we’ll cover some of the complex technology demands to consider and the right approach to take to build a scalable tech stack and a solid technology foundation.