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White Paper
The End of Noncompetes: Alternatives for Employee Retention
Thursday, June 13, 2024 Modern Life With the recent FTC ban on noncompete agreements, businesses must rethink their strategies for retaining top talent. This white paper explores a compelling alternative—split dollar arrangements—that can help advisors support their business clients to maintain employee loyalty while complying with new regulations.
Research / Report
The Next Now: How to Become an Innovation Leader in the Age of AI
Monday, April 15, 2024 Dell Technologies 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.
Video
FPA Live with Dr. Gurpreet Dhaliwal
Tuesday, March 19, 2024 FPA Live Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want
Research / Report
Embracing Multifactor in Emerging Markets
Monday, February 12, 2024 Dimensional Fund Advisors Learn how our multifactor solutions in emerging markets have captured the size, value, and profitability premiums and added value vs. comparative indices.
Video
FPA Live with Erica Orange
Thursday, February 8, 2024 FPA Live Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Guide
A Guide to Compliance Management for Financial Service Firms
Monday, January 29, 2024 FIN Compliance Empowering the FINServ Community to delegate Compliance, Training, and Audit work in the Cloud.
Video
FPA Live with Louie Gravance
Tuesday, January 23, 2024 FPA Live Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Research / Report
Q&A Insights: Uncovering What Drives Growth for Financial Advisors
Thursday, December 7, 2023 Dimensional Fund Advisors In this Q&A, Catherine Williams, Dimensional’s Head of Practice Management, talks with Professor Marco Di Maggio of Harvard Business School regarding the findings of a recent survey that examined primary the growth factors for financial advisors.
White Paper
Maximize the Likelihood of Securing Coverage for High-Risk Individuals
Friday, July 14, 2023 Modern Life In this white paper, learn how to: 1.) advise high risk clients, 2.) take the right steps to help clients with impaired risks secure favorable coverage, and 3.) best practices for developing a narrative and navigating the underwriting process.
Guide
How to prepare for an ESG Audit
Tuesday, March 21, 2023 YourStake This step-by-step guide is essential for Financial Advisors when they get requested for an ESG audit by the SEC, and shares key examples and phrases to use to help build comprehensive and complete answers to an SEC audit process.
Research / Report
NEW Virtual Seminar System for the Middle Market
Tuesday, July 19, 2022 Universal Financial Consultants The current economic and social environment has clients feeling vulnerable and desperate for a second opinion. Take advantage by providing timely updates and strategies that will have them begging to book a time on your calendar.
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