FA Whitepapers

Whitepapers Archive  |  FinTech Whitepapers  |  Market and Economic Outlook

October 2020   


In focus: U.S. inflationary forces

Recessions are rarely associated with inflation, but that’s the environment that we find ourselves in. Much of the disconnect can be traced back to the nature of the current recession, where demand recovered more quickly than supply as lockdown measures were lifted. Meanwhile, policy measures introduced to limit the economic damage impact of the pandemic has likely ushered in an era where fiscal policy will exert more influence over price levels than monetary policy. These developments suggest investors might need to think about inflation differently as existing frameworks may no longer be relevant—new lenses may be required.

How Responsible Investing can help grow your business.

With clients’ interest in the category growing, Responsible Investing is an opportunity for advisors to differentiate their business, attract new clients, strengthen ties with existing ones and connect with the next generation of investors. Boost business and retention by connecting with new prospects and legacy clients on issues they care about.

Guide to Online Advertising

For financial professionals looking to reach new leads and grow their business, online advertising is among the best channels to achieve those goals.

In this ebook, FMG Suite presents a comprehensive step-by-step guide through paid advertising; from brainstorming, to setting up the ads, to evaluating the success and improving ads for the next round. This guide makes it easy for anyone to start promoting a financial services firm and increase its online presence.

Whether there's an interest in Facebook ads, LinkedIn ads, or paid search, this ebook has financial advisors covered to start advertising with confidence.


Open Architecture – Custodial Choice Means Lower Cost for Your Clients

The key to scalability, profitability and practice efficiency is open architecture with no propriety platforms, no mark-ups and no revenue-sharing!

Greenwashing: is Responsible Investing walking the walk?

The dramatic increase in Responsible Investing options. Understanding and identifying greenwashing. Strategies for avoiding a “greenwashed” portfolio.


Becoming a Holistic Advisor

This ebook looks at the trends driving advisors to offer comprehensive financial experiences in today's competitive industry. For RIAs who are ready and willing to move in the direction of becoming holistic advisors, discover how the right custodial support can make it possible.

This document is intended for financial professionals. Axos Clearing LLC does not provide services to the general public. © 2020 Axos Clearing, LLC. Member FINRA & SIPC. All Rights Reserved.


See why Aite named Tamarac as the only ‘Best-in-Class’ provider for RIA Trading and Reporting solutions.

Portfolio management and reporting platform, Tamarac, ranks the unequivocal leader in client retention and feedback in this excerpt from the latest Aite Group Matrix Report. Download now and receive a personal demo.