FA Whitepapers


May 2018


Elevating the Client Experience

A recent study found that the most successful and most innovative firms focus on the client experience when evaluating their technology decisions. This paper explores how technology is transforming the client experience and how firms are positioning themselves to capitalize on this trend.


How to Manage the Impending Wealth Transfer

This paper explores some critical strategies investment advisors can undertake now to increase the likelihood of retaining client assets, in preparation for what is expected to be the biggest generational wealth transfer in history.