FA Whitepapers - Archive

January 2024

QuAIL Technologies - Jan 2024


The New Frontier: Why AI-Powered Advisors Win

Explore the future of investment management with cutting-edge AI and Quantum Computing.

 

Discover how these technologies revolutionize the industry, offering tailored advice, expanding your role as a holistic wealth advisor, and providing essential insights. Dive into ten real-world use cases, navigate evolving regulations, and embrace ethical AI practices.

 


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November 2023

Mariner Wealth - Seven Strategies for Advancing Your Practice


When it comes to accelerating the growth of your practice, being strategic can make all the difference.

 

By putting the right strategies in place and getting the support you need to run your business more efficiently, you’ll be better able to spend more time addressing clients’ needs and goals. This whitepaper explains how you can leverage seven key strategies and the robust advisor support our firm offers to enhance the client experience and differentiate your practice.

 

 


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November 2023

Mastering The Moment: Why RIAs Own The Future


While certain channels are expected to lose market share over the next decade, we’re prepared to see a rise in the number of RIA firms. To learn how you might get in on the growth story, read this whitepaper


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November 2023

Charting Your Own Course: Discover Five Business Models For The Modern RIA


If you're interested in the freedom and control that comes with becoming an RIA, discover these 5 unique paths you can take to independence.


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November 2023

Create Your Own Formula for the Modern Office


The ability to call your own shots is a powerful reason to start your own Registered Investment Advisory (RIA) firm. You can create and run a business with greater control and make decisions in the best interest of your clients. Today, a new breed of independent firm—the modern office—is on the rise. Find out how these firms are leveraging technology, reimagined workspaces, and more to serve clients better, anticipate their needs, save time, and hyper-personalize services. Discover how your firm can do the same.


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November 2023

Focus on Opportunity Zones: Is 2023 the Year to Make an Opportunity Zone Investment?


Time is running out for investors to take full advantage of the Opportunity Zone program.


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November 2023

Five Years Of Opportunity Zone Investing


Grubb Properties is proud of the achievements we have made in five years of participating in the Qualified Opportunity Zone Program and we look forward to the growing impact of our portfolio.


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November 2023

Top Ten Questions To Ask When Investing In An Opportunity Zone Fund


Qualified Opportunity Zone (“QOZ”) investing represents one of the greatest confluences of tax incentives, capital deployment opportunities and community impact made available to investors in decades.


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November 2023

Opportunity Zone Investing Basics


Now in its fifth year of existence, the Qualified Opportunity Zone (QOZ) program remains a type of investment vehicle for a lot of investors.


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