Spotlight on Tax and Estate Planning

    Planning tactics to consider as taxes and estate plans take center stage for clients and advisers.

    Women to Watch

    InvestmentNews' inaugural list honoring 20 female advisers, executives who are elevating the advice industry.

    Spotlight on Retirement Plan Advice

    The biggest trends affecting retirement plan advisers, with insights on plan management and client service.

    To be or not to be a robo practice

    In Season 4 of InvestmentNews' Practice Makeover, Matt Archer's small practice in Raleigh, N.C., gets a robo-style makeover.

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      Once you recover from the shock of learning that the most valuable Social Security claiming strategies are being phased out, take steps to turn this game-changing event into an opportunity by connecting with clients....

    Featured Video

    Dec 01

    Developing a strategy for your next generation

    4-5 PM ET Register

    Advisers who are focused on the long-term, strategic development of their businesses should all be asking themselves an important question: How will my firm connect with our next generation of clients?With an estimated $30 trillion in wealth expected to transfer to Gen X and Gen Y ...

    Dec 08

    The Bottom Line on Fees

    4-5 PM ET Register

    Based on data collected through the InvestmentNews Financial Performance Study of Advisory Firms and Adviser Compensation & Staffing Study, this webcast will examine the impact of fee structure and pricing on overall revenues and profitability. The webcast will provide relevant fee benchmarks...

    Dec 10

    Outlook 2016: Global Opportunities During a Time of Volatility

    4-5 PM ET Register

    Volatility creates uncertainty, but can also present opportunities. As you prepare for the year ahead, what can you do to embrace the environment and position portfolios for upcoming conditions? ...

    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.

    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.

    Alts University

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


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

    Nontraded REIT Database

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

    Adviser Research 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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