FA Whitepapers

 

July 2015  
The 21st Century Is No Time to Be Passive American Funds June
While a growing number of voices in the media today proclaim the superiority of passive investing over active management, our results provide striking evidence of the contribution that active management has made to total return and to helping investors pursue their income needs.

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July 2015  
Straight Talk: Mid-Year Outlook Janus
Investors face continued volatility in the remainder of 2015—but there’s an upside too. In this mid-year outlook, the experts at Janus Capital Group share investment insights and strategies to help you navigate the months ahead.

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July 2015  

Say Goodbye to Awkward Referrals

Referrals are essential to growing your practice. But the traditional way of asking for them is dated and uncomfortable: your client takes on the burden of listing names and the risk of referring you.

There's a new approach that focuses on referrals as a natural part of an expanding client relationship. Download SEI’s Referrals: It's Not Them, It's You toolkit which includes:
  • Advisor Article: Referrals. A Better Approach.
     
  • SEI Referrals Tracker: Replace referrals with introductions for better results
     
  • Developing COI Relationships Companion: Taking a systematic approach to cultivating COIs is key to success

Gain control of the process and manage it to be a positive experience for your clients.

 

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Say Goodbye to Awkward Referrals

July 2015  

Consolidate Data and Analytics:
How are your peers gaining efficiency
with a single solution?

 
Explore the case studies of two successful wealth management firms. Learn how they cut costs, stepped up their portfolio analytics, expanded mobile access, and can research multiple asset classes and security types with a single, intuitive solution.


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