Top Priorities for Finance Leaders in 2021
Gartner surveyed 300 CFOs, Heads of FP&A and Controllers to identify the top finance priorities and expected challenges for 2021. The global and cross-industry results...
Bridging the Generational Gap: How to Attract Emerging High-Net-Worth Investors
Smart advisors know having more high-net-worth (HNW) investors and their assets in their book of business can free up time to pursue new business opportunities and drive further...
Growing Your Advisor Business Through a Recession
The COVID-19 outbreak continues to wreak havoc on economies worldwide. Despite these dire times, leading advisors report that one of the best times for true organic growth...
A Planner’s Guide to Consolidated Advisory Fees
Get your free copy of this data-packed white paper, which explains how to make planning a central part of your business, with a specific example of how to build planning into...
How to Exceed Investor Service Expectations: An Advisor’s Guide to Expanding Value Propositions
Before you can meet — or exceed — your clients’ expectations, you need to understand what they are. As our world continues evolving, and our industry shifts...
Propelling the Advisor-Client Journey with a Robust Client Portal
Maintaining a client relationship isn’t a linear process. It’s a life cycle that constantly evolves as needs and capabilities change over time. To ensure that...
Advisor Technology Outlook: Questions You Should Be Asking Your Advisor Tech
If we’ve learned one thing in 2020, it’s that we’re living in an age of disruption, especially when it comes to client and prospect interaction. Historically,...
Realizing the True ROI of Analytics & BI
Whether you’re making a case to purchase a new BI solution or attempting to prove the value of an existing vendor, you’re likely aware that measuring ROI for data...
Still Using Spreadsheets?
This white paper is designed to be read by finance professionals. It discusses the pros and cons of spreadsheet-based CPM applications and explains some of the hidden drawbacks...
Taking the Spreadsheets out of Budgeting
This action paper starts to paint a picture of a better way to budget – one that reduces the frustrations that are built into budgeting when using spreadsheets. The...