White Paper Spotlight

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WHITE PAPER SPOTLIGHT

We've selected the top trending and most relevant new research for you to download - courtesy of WealthManagement.com.

This Week's Top White Papers

"X" Marks the Spot

Sponsored by: The Investment Center

Millennials may be a big part of tomorrow's advisory practice, but Generation X is where today's advisors should be focusing. Download

Advisor Authority Infographic: RIA Industry M&A

Sponsored by: Nationwide Advisory Solutions

RIAs Less Bullish About M&A Activity Compared to Prior Years. Download

How Advisors Are Using Variable Annuities

Sponsored by: Lincoln Financial Group

From retirement income tools to principal protection, advisors turn to variable annuities in a host of situations. Download

Ten steps to show your value

Sponsored by: Kestra Financial

Do your clients know your value? If they don't, it becomes much harder for you to validate your fee. Download

7 Keys to updating your advisor tech

Sponsored by: Orion

Don't get burned when modernizing your tech stack. The average advisory firm spends up to $50,000 a year on fintech. Improve your ROI by vetting your options against these 7 hallmarks of quality. Download

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