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FA Whitepapers

 

May 2017

 

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