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FA Whitepapers

Whitepapers Archive  |  Market and Economic Outlook
 


September 2021   

 

Future Proofing Wealth Management
 

Wealth managers need to think of new ways to futureproof their operating models and bring down cost to serve while delivering attractive customer experiences in the physical and digital worlds.


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Social Impact and Opportunity Zone Investing with Ellavoz Impact Capital
 

Ellavoz Impact Capital is a New Jersey-based Opportunity Zone advisory firm working to bring not only financial success to investors but just as importantly, a positive social impact in underserved communities.
 

Unlike other Tax Qualified Opportunity Zones (TQOZ), Ellavoz focuses on both financial returns and important social impact when choosing QOZs to invest in. Ellavoz seeks out projects that are profitable and create sustainable community social value.
 

With the Ellavoz Shared Values Opportunity Fund, a TQOF formed in partnership with New Jersey Community Capital (NJCC), the state’s largest community development financial institution, Ellavoz is bringing the public and private sectors together for innovative social impact investing. The Fund’s purpose is to serve social impact-minded investors who will provide equity capital for workforce and affordable housing and economic development.  The strategic partnership between Ellavoz and NJCC allows them to provide investors with a deal flow for QOZ projects that meet rigid financial and social impact requirements as well as professional due diligence.



LGBTQ+ And Planning For LTC
 

There are likely around three million LGBTQ adults over age 50 living in the United States today.1 That number is expected to grow to around seven million by 2030.  Unfortunately, as this group of LGBTQ individuals continue to age, they will face challenges in planning for their long-term care (“LTC”) that result from a lifetime of discrimination.


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Selecting the Right Technology to Scale Your Firm Sustainably
 

As advisory firms scale, so does their complexity. Tech stacks that may have worked in the early stages of firm growth may not be able to support teams operating at scale. That's why now more than ever, it is important for firms to accurately define their needs and requirements when selecting new technology to support their goals and vision.



In this eBook, we’ll cover some of the complex technology demands to consider and the right approach to take to build a scalable tech stack and a solid technology foundation.


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