White Papers

There are competing viable approaches for building a retirement income strategy. Traditionally, Registered Investment Advisors have tended to emphasize investment-centric approaches that rely on earning the risk premium from the stock market as the most effective way to support a retired client’s financial goals. With this retirement strategy...

Digitalization is a broadly used term in the wealth management marketplace. For most RIAs, digitalization began with the move to Software-as-a-Service/cloud-based applications. This led to the development of first-generation client portals and digital applications as well as an effort to go paperless.