FA Whitepapers

Whitepapers Archive  |  FinTech Whitepapers  |  Market and Economic Outlook

February 2020   


It’s All About Choice:
Corporate IAR vs Independent RIA


Learn the pros and cons of each option and which one is truly best for your business.

Direct Indexing
An Essential Part of Your Model Portfolio for the Mass Affluent


Learn how you can become part of the growing trend of customized, tax-optimized portfolios for the next generation of investors.