FA Whitepapers

 

December 2015  
Making Your Succesion Plan Priority Metlife
Advisors spend a great deal of time and effort planning for their clients' future and assessing their long-term goals, but how many advisors do the same for themselves? A recent study finds that just 37% of advisors have a succession plan in place. And oddly enough, the closer an advisor is to retirement, the less likely that he or she is prepared. Interested in leaming more about the importance of succession planning?

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December 2015  

Finding Growth in a Growth-Starved World:
Three Secular Themes Driving Growth in the Coming Years

Janus
Evolving technologies and changing demographics are creating fundamental shifts in many consumer habits and business practices. Companies on the right side of these secular trends provide opportunity for investors, even in a slow-growth economic environment. Doug Rao, Portfolio Manager of the Janus Forty Fund and Concentrated Growth strategies, outlines three secular growth themes creating opportunities for investors.

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December 2015  
Finding Your Inner Techno-Advisor SEI

Want to build stronger relationships with today’s tech-savvy clients? Then you’ll need to embrace virtual communications. But with so much technology available today, which tools can help you do your job better, and which are merely disruptions?
 
In our report, "Finding Your Inner Techno-Advisor: Deepening client relationships in the age of digital engagement," you'll learn how to use today's most important digital tools, including:
  • Online scheduling
  • Video conferencing
  • Digital estate planning
  • Important time-savers
Plus—you’ll learn about the Five Key Areas of your business that can benefit from tech right now. Don’t wait. Download your report today, and begin building deeper relationships with your tech-savvy clients.

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December 2015  
Finding the Right Partner Janus
Choosing the right partner to help drive your practice forward is an important decision. The selection process requires time and thoughtful consideration.
To better understand the six key considerations when evaluating firms, download our white paper, Finding the Right Partner, and prepare yourself with a few questions you may want to ask as you compare and contrast your options.

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December 2015  
2015 Wealth Management for Connected Investors Janus
To explore current attitudes and methods in how Americans today communicate and manage their investments with financial advisors, Salesforce Research conducted its 2015 Wealth Management for Connected Investors report.
With more than $2 trillion in financial assets shifting hands between baby boomers and their Gen X and millennial offspring over the next five years, the report found that advisors who emphasize new communications channels, collaborative investing and other technologies in working with their clients stand a better chance of capturing new investors and retaining existing ones.
Download the report to review data from more than 1,000 participants and learn the millennial, Gen X and baby boomer expectations for wealth management, including technology tools that are most in demand, preferred communication channels by generation, reasons clients leave financial advisors, the most important factors when selecting a new financial advisor and much more.

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