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Whitepapers
| Fast Forward: The Advisor of the Future
May 27, 2008 Helps advisors understand the opportunities and challenges around predicting future growth, finding talent, and suggestions to capture additional market share. |
| Uncharted Waters: Navigating the Forces Shaping the Advisory Industry
May 27, 2008 Provides independent registered investment advisors with an overview of the challenges facing the advisory industry over the next five years, and positions advisors to take advantage of these market forces to become successful "advisors of the future". |
| The Broker-Dealer of the Future
May 30, 2008 Provides broker-dealers and investment professionals with insights on emerging products and industry trends that will drive the evolution of the brokerage business. |
| A View from the Top: Best Practices in Leveraging Human Capital
May 27, 2008 Provides quantitative data to help investment advisors identify and examine best practices for attracting, hiring, and retaining key employees. |
| Attributes of Best Practices Bank Brokerage Firms
May 26, 2008 Examines the key factors of success for top-performing bank brokerage firms. |
| Real Deals 2006: Definitive Information on Mergers and Acquisitions for Registered Investment Advisors
May 27, 2008 Examines 228 mergers and acquisitions deals completed within the advisory marketplace. The study helps advisors understand the mergers and acquisitions boom and how they may capitalize on it as a growth strategy. |
| Equity Management: Determining, Protecting, and Maximizing Practice Value
August 29, 2008 Provides broker-dealers with strategies to help their investment professionals determine the value of their individual practices, establish benchmarks to monitor and grow the value, and protect the value by creating short-term continuity plans and long-term succession plans. |
| The Challenges of Enterprise Portfolio Management
June 03, 2008 Explores the history of portfolio management systems and the next logical step in the development of enterprise portfolio management. |
| Position Your Firm to Succeed
May 20, 2008 Explore insights that can help you plan the future growth of your firm, acquire talent in spite of an acute shortage, and capture your share of the market opportunity in Fast Forward: The Advisor of the Future. |
| Key Drivers of Financial Advisor Sales Productivity
May 26, 2008 Analyzes the factors that differentiate bank brokerage firms with the highest average annual gross commissions per financial advisor. |
| Resource Allocation in Bank Brokerage Firms
May 26, 2008 Provides an analysis of the resources that bank brokerage firms dedicate to their marketing and technology efforts. |
| Real Deals 2008: Definitive Information on Mergers and Acquisitions for Advisors
August 07, 2008 Provides an update to our groundbreaking 2006 study with data on the latest transactions. The study evaluates the marketplace and provides guidance on how to best take advantage of the changing mergers and acquisition environment. |
| Technology Best Practices in Bank Brokerage Firms
May 26, 2008 Examines how firms with the highest net income differ in their technology investment strategy and how technology impacts financial advisor productivity and profit penetration. |
| Dually-Registered Advisors: Opportunity Knocks
May 26, 2008 Analyzes the trends that impact dually-registered advisory firms and suggests how broker-dealers can better serve this market. |
| Going Paperless: More Than a Green Initiative
June 03, 2008 Addresses how the next generation of document management solutions can help broker-dealers reduce paper, improve client satisfaction, enhance operational efficiencies, and uncover cost savings. |
| Help Your Clients Achieve Their Philanthropic Goals
May 20, 2008 Learn more about how donor-advised funds can help your clients create a lasting legacy. |
| The Race for Top Talent
May 26, 2008 Uncovers the motivation behind the loyalty of investment professionals and provides best practices to attract and retain talented investment professionals. |
| Protect Your Business
May 20, 2008 What is a restrictive covenant, and why is it important to understand the impact this agreement may have on your business? Often required when a registered investment advisor (RIA) joins a new firm, a restrictive covenant may be a separate document or a provision within a larger employment or confidentiality agreement. |
| Long-Short Portfolio Analytics
May 20, 2008 Learn about best practices for aggregating and interpreting performance analytics as institutional investors look to short-enabled strategies to increase efficiency, alpha returns, and transparency. |