FA Whitepapers

White Papers Archive  |  Market and Economic Outlook

October 2019    

Best Practices for Stopping Risk in Its Tracks

In times of rapid technological growth and expansion in communications tools, it pays to stay ahead of the latest developments. Utilizing cutting-edge communications tools will allow your organization to reach as broad an audience as possible, but you’ll also need to be prepared to deal with any potential risk a new tool might present.

As you’re preparing your strategies for tackling the newest compliance challenges, there are a few best practices you should keep in mind. Download Best Practices for Stopping Risk in Its Tracks to learn more!


A Fundamental Look at S&P 500® Dividend Aristocrats®

Dividends have interested market participants and theorists since the origins of modern financial theory. As such, many researchers have investigated the various topics related to dividends and dividend-paying firms. Previous studies by S&P Dow Jones Indices have shown that over a long-term investment horizon, dividend-paying constituents of the S&P 500 have outperformed the non-dividend payers and the overall broad market on a risk-adjusted basis.1

1 Soe, Aye, “Dividend Investing and a Look Inside the S&P Dow Jones Dividend Indices,” September 2013, S&P Dow Jones Indices.

Coach Through Biases — Yours and Your Clients’

Coach Through Biases — Yours and Your Clients.  So you think you know "goals-based?" You might be a little biased. A true goals-based wealth management approach can help you recognize biases — both yours and your clients’ — and drive client outcomes. Keep your focus on the end game. Download Coach Through Biases — Yours and Your Clients' to learn how to reframe your client experience through ongoing engagement and conversations about risk — the risk of not meeting goals that is.


Smart money: AI transitions from fad to future 

PwC and Wavelength discuss the use of AI and Quantitative Factors to stay ahead of the fast changing world of fixed income.


AsiaNow: The China Edition

This report dispels myths about China as an investment destination and captures what it is today: a modern market economy powered by entrepreneurial companies and a thriving middle class.


Generating Alpha Through Impact Investing

The Tax Cuts and Jobs Act of 2017 created sweeping changes to the tax code substantially impacting both individuals and corporations. Major elements of the Act include increasing the standard deduction and family tax credits, limiting property and mortgage interest deductions, and several other changes that impact a large percentage of Americans.

Fee-Based Insurance
The Missing Asset Class for a Holistic Financial Plan


In a world where advisors increasingly face questions about what they do that’s indispensable, the use of fee-based insurance products can be an important differentiator.

Connecting Clients to Liquidity

Understand when it makes sense to borrow against an investment portfolio.