FA Whitepapers


March 2018


Preparing for International Growth


This paper looks at three FlexShares strategies built to help investors pursue their financial goals while increasing their international exposure.



Foreside Fund Services, LLC, Distributor.

What Is The Value Of One's Personal Reputation?
Your Opportunity To Obtain An Expungement May Be Running Out


Learn how the FINRA expungement process works and what changes might be coming that could prevent you from seeking and/or obtaining an expungement in the future.




What Do Millennials Expect from Financial Advisors: Insight into Their Mindset

Are you Millennial savvy? This white paper explores how their financial perspective differs from previous generations.


Inside the Minds of Wealthy Women: How to Grow Your Business with Affluent Women

Women have a unique financial perspective. Discover key strategies to attract and retain affluent women as clients.


The future of planning is here and it’s a client-centric world.


There’s a shift underway in the advice industry. Your clients’ financial lives are more complex. They’re demanding more transparency and more value, and they want to take an active role in the planning process.
It’s time to embrace financial planning—and your planning processes—at the next level.
In part 2 of our “Next Wave” white paper series, “The Next Wave of Advice Management: Use client-centric planning to create a personalized experience,” Spenser Segal from ActiFi joins us to share insights and practical steps that uncover opportunity in the industry’s changes.