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

Deepen client relationships and differentiate yourself by incorporating philanthropy into your practice. This 18-page guide will help you turn your clients' appreciated illiquid assets into tax smart charitable contributions. Download

This whitepaper can help firms decide which steps to take to grow and improve profitability. Insights from several advisory firm leaders who have successfully transformed their businesses are also included. Download

In this white paper, explore the varied ways advisors can over exceed their customers' perceptions and gain new referrals as an added benefit. Learn more about the new standard, the importance of customer service, raising the bar, and six wasy to delight your customers Download

Adaptability. Growth potential. Overlooked opportunity. Mid-cap stocks may be the missing piece to help solve for growth. We make the case for this often-underappreciated asset class. Download

This whitepaper lays out the most recent trends that are defining the Independent RIA space and illuminates key factors that any individual or team should consider while making this career-defining decision. Download