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Latest Papers

Are You Part of the 29 Percent?

In our newest white paper, we lay out the four key areas of focus for building a multigenerational practice.

Are You Part of the 29 Percent?

Cetera Financial Group

The Red Zone: Bringing Client Profitability into Advisers’ Focus

This first-ever study explores advisers thoughts on client profitability and the actions leading firms are taking to make sure their client relationships are beneficial to their bottom line.

The Red Zone: Bringing Client Profitability into Advisers’ Focus

American Century Investments and InvestmentNews Research

Technology and the future of advice

This paper explores the role of technology in optimizing advisor productivity to build better, more personalized relationships that address clients' evolving needs and improve investment outcomes.

Technology and the future of advice

Fiserv

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