First Clearing

At the Next Frontier, we’ve covered a lot of ground, exploring the impact of digital disruption, the changing industry landscape, and what it means to deliver value in the evolving advice business

ERIK STRID: HELPING CLIENTS NAVIGATE THE “EXPLORING” PHASE OF LIFE

With the dramatic increase in life expectancies, many people near the traditional retirement age of 65 could potentially live another 30 years

ROBB BALDWIN: WHAT’S DRIVING CUSTODIAL DECISIONS IN THE RIA SPACE TODAY

In the evolving advice business, one thing hasn't changed for RIAs, and that's the power of relationships

SUSAN QUINN: LEADERSHIP LESSONS WE LEARNED FROM COVID

The impact of COVID-19 will likely reshape clients’ sentiments and expectations for generations to come, and it will likely reshape how we show up as leaders

Once a niche corner of the investing landscape, the idea of aligning personal values with investment portfolios has gone mainstream

UNDERSTANDING CRYPTOCURRENCY – SPECIAL REPORT – NOVEMBER 2021

Over the past few decades, three key inventions sparked the digital revolution: the computer, the microchip, and the internet 1 More inventions have joined the mix, such as fiber optic cables and cell

POLICY, POLITICS & PORTFOLIOS – NOVEMBER 30, 2021

On the surface, the current environment has been ideal this year for U S energy companies to increase fossil fuel production West Texas Intermediate (WTI) crude oil has been trading above $80 per

THE FUTURE OF GLOBALIZATION

Wells Fargo Investment Institute looks at how we got to where we are today and addresses key questions about the future,

See the powerful difference a custodian focused on your success and growth could make for your business.

You know the difference you can make for your clients You bring together experience, resources and knowledge of their unique goals to help guide them to success Imagine having that same type of relationship with a custodian that understands where you’ve come from and where you want to go As a partner to entrepreneurial firms and advisors, we’re here to help you achieve your unique vision for the future

SOLUTIONS TO HELP MEET EVOLVING CLIENT NEEDS

PRACTICE MANAGEMENT AND STRATEGY

Effective business growth requires superior support and innovative approaches to practice management We engage personally with your firm to understand your priorities, offering tailored solutions that are designed to help enable the growth and sustainability of your business

Learn more about solutions that support your vision for the future

As a fully engaged extension of your business and partner in your success, we connect you with subject matter experts, turnkey investment solutions and insights to help take your business to the next level

Explore how our extensive product platform can help address both sides of a client’s balance sheet

Having the right technology is key to creating to the best client experience and advisor experience Our platform starts with a turnkey, single sign-on advisor workstation We’re here to partner with you to build the right solution for your business so you can spend more time creating the client experience you want

Discover how our advisor workstation can help you meet evolving clients’ needs

Learn how our process can help ensure a smooth transition

INSIGHTS TO HELP ADVISORS NAVIGATE THE CHANGING LANDSCAPE OF ADVICE

Caregiving is an issue touching more lives today than you may realize Today, an estimated 65 million Americans are in a caregiving role

MEET GEN C - GENERATION CAREGIVER

Aging in America is having a transformative impact on our society with a $7 trillion longevity economy fueled by 111 million Americans over the age of 50 who are living longer than previous generation