Resource Library

ThinkAdvisor offers a wide range of free whitepapers, case studies and industry analysis provided by industry leaders and created specifically for financial planners and investment advisors. View our free Resource Library content below today!

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  • Activate Your Variable Annuity Business

    From American Portfolios

    Variable annuities are simplifying, bringing new opportunities to grow your business. Take a quick dive into recent product evolutions and how to identify the best clients to engage for conversation.

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  • Global Equities: Think Small in a Big World

    From Wells Fargo Asset Management

    Examine how increased allocations to global small-cap securities have the potential to enhance overall portfolio returns, increase portfolio efficiency, and decrease overall portfolio correlations.

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  • Millennials, Money, and the Happiness Factor

    From Wells Fargo Asset Management

    Access research on what Millennials value and what motivates them financially.

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  • 10 Questions for Rejuvenating Your Millennial Conversations

    From Wells Fargo Asset Management

    Get to know each Millennial’s unique mindset

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  • Forward Momentum: Why Elite Teams Claim their Future as RIAs

    From Schwab Advisor Services

    The RIA model is leading the growth in the wealth management industry--as billion-dollar teams redefine the landscape. See why.

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