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