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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  • 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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  • Nine Reasons for Becoming a Fee-Based Advisor

    From American Portfolios

    Consider the benefits of converting to a fee-based model, along with comparing it to a commission structure.

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  • Successful Ways to Mentor the Millennials

    From American Portfolios

    Secure the future of your business with customers from the largest generation in history.

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