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!
For information on posting content or content syndication in the Resource Library, please contact Tracey Zwolak.
A Guide to Environmental, Social and Governance (ESG) Investing
From American Portfolios
ESG Investing is growing substantially as Millennial investors fuel demand for products. This guide outlines ESG history, portfolio opportunities and why ESG is positioned for massive growth.Read More
Interest in ESG Investing has skyrocketed in recent years, with one-fifth ($8.7 trillion) of all investments under professional management being invested in impact investing in 2016 alone.
Learn about the history of this growing investment strategy and how it's entering the mainstream, including common myths about performance and why investment professionals can’t afford to ignore ESG investing or the Millennial clients who are poised to propel its growth in the coming years.
Download this guide to learn:
- Details and opportunities for investment professionals within the Nine Points Impact Portfolios
- Why impact investing doesn’t mean a performance trade-off
- Why Millennials are driving massive growth in impact investing
ENVIRONMENTAL, SOCIAL AND Governance (ESG) criteria is a framework to evaluate a company’s impact on the environment, community, employees and for measuring corporate governance effectiveness. Impact investing, Socially Responsible Investing (SRI) and sustainable investing are ESG investing terms.
What's in Your Client's Charitable Toolkit?
From Vanguard Charitable
Explore this kit of charitable giving tools, their benefits, and tips to diversify your clients charitable portfolios to help accomplish their philanthropic goals.Read More
As clients gear up for charitable giving, having a diversified approach to their charitable portfolios can optimize tax benefits and create strategic philanthropy that addresses different goals, contribution and investment types, distribution and legacy options, and cost.
While some donors use just one giving tool, like cash donations, many leverage a mix of giving tools. Learn about the most common types of giving tools, the benefits they offer, and tips to leverage them as you help your clients accomplish their philanthropic goals.
This white paper explores these tools:
- Private foundations
- Donor-advised funds (DAFs)
- A combination of private foundations and DAFs
- Charitable trusts and annuities
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.Read More
After years of growing complexity, the variable annuity (VA) is trending towards simplicity - and that may be the best development to help you grow your business.
Activate or revisit your variable annuity business with a quick dive into the VA space to learn how recent product evolutions offer new benefits. Discover why it’s time for your clients to rethink VAs, and how you can demonstrate new value for them.
Download this white paper for:
- A brief history of VAs and their evolution
- A how-to on VA reviews with clients and what to look for
- Best practices for VA annuity exchanges
- A quick review of how indexed annuities work
- The best client candidates for indexed annuities
10 Questions for Rejuvenating Your Millennial Conversations
Get to know each Millennial’s unique mindsetRead More
Don’t scare Millennial prospects and clients away. Start conversations off right with this tool for uncovering what’s in Millennials’ hearts and minds before you approach financial matters.
- 10 critical questions to ask when engaging Millennials
- A fillable survey format so you can easily save answers
- Our survey benchmarks for response comparison
Millennials, Money, and the Happiness Factor
Access research on what Millennials value and what motivates them financially.Read More
Discover what really makes Millennials tick and how they feel about financial advice in this survey snapshot—prepare to be surprised.
- Actionable results from our 2017 Millennial Survey
- Infographics and charts illustrating today’s Millennial mindset
- Insights on rejuvenating the Millennial conversation by uniting money and happiness
Utilize these survey results to start empowering Millennial clients to connect financial health with a lifetime of happier days.