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FA Whitepapers

January 2019    

Rise of the FlexGen
How a New Type of Advisor is Driving Revenue


Current challenges in the market are making it difficult for advisors who employ traditional practices to grow their businesses and to attract talent. A new generation of advisors is rising—the FlexGen Advisorssm. This report outlines the primary characteristics of the FlexGen Advisors.

Rise of the FlexGen