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Research / Report
Monday, April 15, 2024
Dell Technologies
The Next Now: How to Become an Innovation Leader in the Age of AI
Currently, only 18% of organizations worldwide can be classified as "innovative" with mature practices*. That's why Dell Technologies surveyed 6,600 business and IT decision-makers across 40 locations to find out what's preventing organizations from innovating and how they plan to leverage artificial intelligence in the future to drive outcomes.
eBook
Thursday, April 11, 2024
C2P
Advisor Career Path & Compensation Models
Transform your practice with a team-centric approach and structure you can rely on to run your business with or without you.
On-Demand Webinar
Monday, March 11, 2024
C2P
Win Business Through Tax Management
Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning.
Guide
Tuesday, February 13, 2024
Commonwealth
Recruiting and Mentoring Next-Gen Advisors: A Q&A With Commonwealth
Are you eager to secure long-term growth for your practice? If so, consider adding a next-gen advisor to your team. It’s a strategic move that can open new doors to both client and revenue growth.
eBook
Thursday, February 8, 2024
C2P
How to Increase Your Competitive Advantage with Tax Planning
If you diversify your client portfolios across equities, bonds, and alternative investments, shouldn’t you also diversify their tax plan? Stand out from the competition, get the knowledge base to charge larger planning fees, and more with this eBook!
Guide
Monday, January 29, 2024
FIN Compliance
A Guide to Compliance Management for Financial Service Firms
Empowering the FINServ Community to delegate Compliance, Training, and Audit work in the Cloud.
Guide
Wednesday, January 10, 2024
Allworth Financial
Transition Planning: The Integrator and Aggregator Difference
Choosing a partner for the next phase of your business just might be one of the most personally complex decisions of your professional life. When seeking a transition, knowing your options can help save you time, energy and money.
Guide
Wednesday, January 10, 2024
Commonwealth
How to Embrace M&A and Leverage Inorganic Growth
The road to M&A is fraught with questions. Whether you’re a solo advisor or part of a large enterprise firm, we’ll walk you through M&A planning best practices that will help you leverage inorganic growth in any stage of your business.
eBook
Monday, December 11, 2023
CFA Society Washington, DC
Handbook of Artificial Intelligence and Big Data Applications in Investments
While many still see AI and big data as a threat, we at CFA Institute have consistently advocated “AI + HI (human intelligence)” as the winning formula for successful financial institutions in the future.
eBook
Tuesday, November 21, 2023
C2P
11 Digital Marketing Tips to Drive Business in 2024
Get the processes and procedures you need to adapt, attract, and retain younger clients.
Guide
Thursday, November 9, 2023
Commonwealth
Create Successful Connections Using Client Personas
Personalize your marketing strategy to attract and retain the clients you want to serve.
Research / Report
Tuesday, October 31, 2023
CFA Society Washington, DC
Investment Professional of the Future: Changing Roles, Skills, and Organizational Cultures
This report considers how investment industry roles, skills, and careers (the employee’s lens) and the organizational context and culture (the employer’s lens) are shaping the attributes of the investment professional of the future.
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