Understanding the driving trends in wealth management and wealth servicing is a priority for FolioDynamix, and it is our desire to share with the industry material we consider as leading edge knowledge and research. Below, are white papers you may find beneficial to your business, and we hope you will later provide FolioDynamix with feedback on your views.

Advisor Notes - Investment Insights and Observations for Financial Advisors
By - Ron Madey, CFA & Ken Kideckel, CFA (Jan - 09)
Minimizing Taxes by Avoiding Mutual Funds Capital Gains Distributions
By - Shari Hensrud-Ellingson (Oct - 08)
The Case for Converting Traditional Managed Account Assets to Overlay
By - Bill Martin (Aug - 08)
High Net Worth Needs Open Architectured Overlay Management in the Separate Account World
By - Michael Winkel (Aug - 08)