FA Whitepapers

 

June 2017

 

Lifestyle or Enterprise
Which business model is the right business model?

 
In reality, no single model is better or worse than another. What’s important is that you decide what’s right for you, and then move ahead with purpose, serving your goals and your clients’ needs.
 
Eventually though, you must decide to either maintain the status quo or lead your business to the next level—a classic dilemma fraught with trade-offs and opportunity costs.

 

 

 

Vanguard
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5 Best Practices For Philanthropists

 
As a trusted advisor, your clients look to you for guidance and advice when crafting long-term financial plans. Understanding your clients’ charitable interests and passions can provide a unique opportunity for you to expand your relationship and help create a long-term strategic plan that also impacts their favorite charitable causes.

 

 

 

Vanguard
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Coming Of Age: The Investment Behaviors Of Ultra-High Net Worth Millennials In North America

 
What is the Millennial investing identity? OppenheimerFunds has partnered with Campden Wealth once again to study this rising generation. In our latest report, we focus on the investment behaviors of ultra-high-net-worth (UHNW) Millennials, whom we define as individuals born between 1980 and 1995, and coming from families with a net worth of at least $35 million.
 

 

 

Oppenheimer

What Financial Consultants Want

 
Why financial consultants are drawn to firms with strong investment platforms, the best technology, a high level of compliance support and effective client prospecting.
 

 

 

Fidelity
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The Rise of Fixed Income ETFs

 
Financial Advisors: Find out why investor uncertainty is driving fixed income inflows, and why bond ETFs are the fastest-growing vehicles.
 

 

 

FlexShares
FlexShares

2017 Outlook:
The Cycle Continues, But the Risks Are Rising

 
The Trump administration is preparing to deliver fiscal stimulus, tax cuts and the de-regulation of certain sectors and industries. The base case is that fiscal stimulus will provide the missing ingredient for stronger global growth. We believe investors may benefit in this environment from short-term bonds and senior loans. We also think market conditions will favor value stocks. But there are considerable risks.
 
Oppenheimer
Oppenheimer

Proving Worth:
The Values of Affluent Millennials in North America

 
OppenheimerFunds and Campden Wealth examine how ultra-high-net-worth Millennials approach investing.
 
Oppenheimer
Oppenheimer

AXA: For Today's Multifaceted Challenges

 
These days, achieving financial security has become a multifaceted challenge.  People are living longer, afraid of outliving their savings, and facing a range of changing requirements and concerns.
 
AXA