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Finance White Papers

If you are looking to get a better image of the Finance industry, we‘ve got you covered.
Find out more about finance and gather useful information about it with the finance white papers.

CCH® AnswerConnect Tax Briefing -- 2020 Tax Year-In-Review
CCH® AnswerConnect Tax Briefing — 2020 Tax Year-In-Review
CCH® Accounting Research Manager® -    A Closer Look: Recent SEC Regulations
CCH® Accounting Research Manager® – A Closer Look: Recent SEC Regulations
What you need to know about the RIA channel
What you need to know about the RIA channel
The RIA Roadmap: Key steps to going independent
The RIA Roadmap: Key steps to going independent
The RIA model has momentum for a reason
The RIA model has momentum for a reason
The pivotal decision: Choosing your custodian
The pivotal decision: Choosing your custodian
RIAs are reinventing the industry. It's your turn.
RIAs are reinventing the industry. It’s your turn.
Practical Guide for Business Agility
Practical Guide for Business Agility
Going Independent with the Hybrid RIA Model
Going Independent with the Hybrid RIA Model
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ABOUT PAPERPICKS

Paperpicks provides agencies, start-ups and global leaders with comprehensive demand and lead generation solutions. Our lead validation and qualification services provide clients with the highest quality leads. Paperpicks’s global team designs and executes multi-channel marketing campaigns including content syndication and distribution that are focused on producing effective, efficient results.

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