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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  • 5 Best Practices for Client Charitable Giving

    From Vanguard Charitable

    Expand your client relationships utilizing these 5 best practices. Help them develop charitable giving strategies to optimize donations, expand giving and fulfill their philanthropic goals.

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  • Millennials: Successfully Tapping into the Future of Your Practice

    From American Portfolios

    Millennials are the future of your practice; both as clients and employees. Understand how they think to capture them as clients, attract them as employees and retain them as firm succession plans.

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  • Fund Your Charitable Giving from Unexpected Sources

    From Fidelity Charitable

    Discover how charitable donations of complex assets such as real estate or privately held stock can help them give more to charity, save cash and lower their taxes, all at the same time.

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  • The Road to Building Your Practice Through Family Philanthropy

    From Fidelity Charitable

    The charitable conversation is the perfect way to reach that next generation of clients. This short guide will show you how to engage your clients and their families in the conversation.

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  • SEC Escalates Need for Succession and Business Continuity Plans

    From American Portfolios

    Having a succession plan and ensuring the continuity of business--not only for the advisor, but for the clients they are charged with protecting--is an integral aspect in business of any kind.

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