White paper on how advisers can maximize trends in advisory technologyAdvisory firms are growing at their fastest rates in years – and many firms are predicting significant increases in their technology spending to drive future growth. Our ‘Digital DNA 2.0’ report with InvestmentNews analyzes the current & future tech investments of advisory firms and broker-dealers to identify how technology is re-shaping the industry.

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White paper uncovering the opportunities of free software in wealth managment

Financial technology has been slow to adopt the free software model that drives much of the digital world. Utilities that you use every day – email, document clouds, social networks – are completely free. Why should the digital tools required to run your practice be any different?

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White paper understanding investors' digital DNAWhile technology has transformed the way we consume information, goods, and services, it has not yet had the same impact on the way we manage their personal finances and wealth. However, the demand for financial advice – delivered by a human, digital or a hybrid platform – remains strong.

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White paper study about the generations gap with investors and advisersWhat communication method do Millennials prefer more than Xers and Boomers combined? Investors of any age have certain universal needs, but their age does influence their particular wants. In order to get and keep clients, you need to recognize those.

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White paper study about the rise of the robo adviserBecoming digitally-enabled gives you an advantage over both robo-platforms and traditional advisors. Now, the chance to utilize a dynamic hybrid model – still human but with digital enhancements – is an unparalleled opportunity to reach more prospects, earn more profit, and retain more clients.

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