White Papers

Guide to Growth Series
Guide to Growth: Leveraging Research and Industry Experience to Achieve Best Practices is a series of white papers that will show you how to realize the untapped potential in your financial institution to produce more revenue, increase fee income and better meet the needs of your clients.

Transitioning from Commission to Advisory – Building Your Fee-based Business
Some banks and credit unions have been significantly more successful at transitioning to advisory business than others, and their experience is instructive. This paper examines the reason a financial professional would transition their business to fee-based, some of the barriers moving from commission to fee-based, the optimal product mix for a successful advisory business and much more.

2011 Year End Tax Issues Review
This study of some of the most successful advisors will show you what marketing tactics work when reaching out to high-net-worth clients.

Marketing Tactics of Elite Advisors
This study of some of the most successful advisors will show you what marketing tactics work when reaching out to high-net-worth clients.

Cost Basis – Are Investors Paying Too Much in Taxes?
Cost basis methods can impact your clients’ tax liability. Discover how developing a keener expertise about cost basis can help you assist your clients and other centers of influence with best practices in selecting the most tax-efficient methods.

On Point the European Debt Issue
While the global economy slowly emerges from a deep recession, impacts remain, including concern that debt problems in Greece and other peripheral nations could affect larger countries. Federated addresses these questions.

Set for Life Insurance: Best Practices from Top-Selling Financial Institutions
Discover how to use life insurance as a sustainable, recurring revenue driver for financial institution wealth management programs.

Investing in a Rising Interest Rate Environment
Learn how you can reposition your clients’ portfolios and take action given a future potential rise in interest rates.

Protecting Reputations: Hiring and Management Best Practices in the Financial Institutions Channel
Learn several ways that you can protect your own reputation and that of your financial institution from the damages caused by unscrupulous registered representatives.

Regulation R: What Does It Really Mean?
It is critical to understand what Regulation R really means and how it impacts your investment program and your financial institution.

Converting to a Roth IRA: A Golden Opportunity in 2010
Boost your technical understanding of the Roth IRA to help clients determine whether this powerful retirement and estate planning tool is right for them.