White Papers

Advisors look toward holistic client-focused strategies with converging retirement planning and wealth management.

According to the latest study, roughly one-third of HNW investors don’t work with an advisor. Learn how to leverage the sizeable opportunity to attract more of them to your practice.

Explore one of the largest and most global family office reports, from Citi Private Bank.

Overcome 3 common challenges that may be holding you back.

Personalize your marketing strategy to attract the clients you want.

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

Leverage AI for enhanced client experiences and operational efficiency.

Consider taking advantage of current higher exclusions of gifting.

Running your office doesn’t have to mean running in circles.

Wealthtech Survey shows a strong year for tech Investments.