White papers and reports

InvestmentNews presents the latest and most targeted thought leadership for the financial industry.

Edward Jones
Finding clients can be one of your biggest challenges. Edward Jones uncovered critical insights on finding clients, how many strategies to use and which were most effective.
June 26, 2017
Edward Jones
The more you invest in clients, the more they are likely to invest in you. Edward Jones can help shed some light on key strategies and best practices that have been most successful in in attracting new clients, building relationships and acquiring assets.
Balter Liquid Alternatives
European equity markets arguably present the best opportunity in developed equity markets at this moment. We are currently observing both cheap valuation and widening dispersion in the region, which we feel signals a particularly attractive investing environment on both the long and short sides for active managers.
Commonwealth Financial Network
What do investors have to look forward to? In this free download, Not a Bad Place to Be: Market and Economic Forecast for the Second Half of 2017, Commonwealth Chief Investment Officer Brad McMillan analyzes the trends in consumer confidence, gross domestic product growth, and business spending that could boost the markets and support your clients’ goals.
Commonwealth Financial Network
Commonwealth’s chief investment officer, Brad McMillan, sees reason for investors to feel bullish, including strong consumer confidence, steady gross domestic product growth, and increased business spending. Prepare your clients for what’s to come with his independent insights in this free article, Not a Bad Place to Be: Market and Economic Forecast for the Second Half of 2017.
June 12, 2017
Learn what the future looks like for the U.S. retirement system, how to build sustainable spending policies for clients, and how to combine goals-based wealth management and technology to ensure compliance with the fiduciary rule. IMCA® is the professional association for advanced investment professionals.
Peak Advisor Alliance
Determining how you want to grow your practice has never been more crucial. With this guide, get thinking—and planning— for your growth.
LPL Financial
The current seller’s market for practice acquisitions will not last forever. It’s prudent to take steps now to fine tune and sharpen your book of business to help maximize its value and potentially improve your business valuation.
The current and classic rationale for overseas investing are compelling, especially right now!
Vestwell's retirement plan platform helps you scale your retirement plan business with our dynamic proposal generator, automatic plan administration, and custom models products.
FMG Suite
The Department of Labor’s Fiduciary Rule is a major change in the industry. Ensuring your marketing meets your methodology is key to making these changes work for you. This guide reviews the six areas of your marketing the ruling will affect, and share how you can make simple updates to reflect these changes.
What, if anything, should investors do with their 401(k) plans when they leave their employer? Although the DOL’s fiduciary rule remains in flux, the business trends driving it are not. Learn how you can use our approach to help provide prudent advice on IRA rollovers and show how you’re acting in your clients’ best interests.
A blueprint for the industry, this benchmarking study provides actionable takeaways and the latest solutions to help advisers drive profitability, efficiency and growth for their firms.

This comprehensive research tool to will shed insight onto what other advisers are doing to optimize their technology investments and operations and help you better your business.
This report summarizes the latest thought leadership surrounding cybersecurity, regulation, mentoring, compensation and the growing demand for comprehensive wealth management. In addition to insight, this report provides actionable steps for advisers to incorporate into their evolving businesses.
Is your firm paying competitive compensation and employee benefits? Find out now by ordering the 2013 Compensation & Staffing Study, which highlights comprehensive compensation benchmarking data on 24 advisory firm job positions and outline current trends in owner compensation.
Our bi-annual study on the financial performance of advisory firms provides industry benchmarks on advisory firm financials including common-sized income statements, balance sheet and key performance ratios.
The industry's first-ever succession planning study offers key strategies for increasing the transferability & value of your business, while also highlight financing and valuation options.
The 2013 InvestmentNews Adviser Technology Study provides actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth. This research solves for a critical need for independent advisers, given how fragmented the independent adviser business can be and the absence of a comprehensive resource for assessing the best practices and procedures of peers.

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For more information on posting your research on our website, contact Mary Meagher at (212) 210-0115 or mmeagher@investmentnews.com.

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