Women and Investing

    A look at the hurdles women still face in the financial industry, plus insights into working with female clients and how to bridge the gender gap in the industry.

    Great wealth transfer puts advisers at risk

    Advisory firms need to plan ahead to stem asset loss when kids gain control of their parents' wealth.

    Focus on REITs

    A look at how REITs might fare when interest rates rise, plus the latest data and rankings.

    Introducing the 2015 40 Under 40 Class

    Meet 40 financial professionals who are taking the advice business to the next level.

    Aug 13

    Discovering the Hidden Potential of Life Insurance

    4:00 p.m. – 5:00 p.m. ET Register

    Your high-income clients need protection, portfolio diversification, access to cash value, and another potential source of retirement income. But, would you ever think a life insurance product could solve all of those needs?...

    Aug 18

    Making the Most of Inheriting an Annuity

    4:00 p.m. – 5:00 p.m. ET Register

    How are you going to help your clients maximize their inheritance when they are suddenly the beneficiary of a nonqualified deferred annuity or an IRA?The truth is, there are several distribution options for non-spouse beneficiaries of these tax-deferred investments that many...

    Aug 25

    How cutting the expense drag on active management will benefit clients

    4:00 p.m. – 5:00 p.m. ET Register

    Critics of active management often point to the lower costs of index and exchange–traded funds. But what most investors and many advisers don’t realize is that a wide variety of these costs are inherent in the mutual fund structure itself and that underperformance of some active strategies...

    Data & Resources

    Data Library

    Your one stop resource for all things data. Infographics, adviser activity, investment data, readership surveys and more.

    Advisers on the Move

    Track the latest teams of advisers and brokers changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and IBDs.

    B-D Data Center

    Find out which firms offer the highest payouts, have the most reps in the field and generate the most revenue - or create your own custom rankings.

    Career Center

    Looking for a change? Browse hundreds of openings in the financial advice industry powered by The Advisor Center.

    RIA Data Center

    Use this interactive rankings tool to find key information on over 1,400 fee-only registered investment advisory firms.

    Tech Connect

    The adviser's first stop for technology news, opinion, product reviews and other information to help improve your tech IQ.

    White Paper Library

    The latest and most targeted thought leadership for the financial industry - all free to download.

    Alts University

    InvestmentNews and industry experts help educate advisers on the world of alternative investing

    Nontraded REIT Database

    Find key information on selected nontraded REITs. Filter results by assets, equity, revenue, or choose a ranking or directory.


    Explore these InvestmentNews and industry resources, research and insights designed to support the Next Generation of financial advisers.

    CE Quiz Center

    Test yourself with these short quizzes, based on InvestmentNews content, and earn one IMCA or CFP Board-approved CE credit per quiz.

    Advisor Intel Dashboard

    This interactive, customizable tool will allow you to benchmark your business against your peers - and implement a plan for improving your firm's overall success.

    Advisers on the Move


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