FA Whitepapers

Whitepapers Archive  |  FinTech Whitepapers  |  Market and Economic Outlook

January 2020   


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.


How to Select the Right Broker-Dealer Partner

Frustrated with your broker-dealer?  Learn seven important characteristics to consider when selecting a broker-dealer Partner.