White papers and reports
InvestmentNews presents the latest and most targeted thought leadership for the financial industry.
This white paper will help you think through your response to embracing DOL changes with a detailed review of the new requirements, while also offering an independent technology vision for building a sustainable and flexible fiduciary infrastructure.
A quarterly performance reporting solution to show detailed information for multiple investment options including separately managed accounts.
Super Branches or Super OSJs offer a time-tested yet often overlooked approach to independence that is particularly suited to the new business environment. This white paper provides information about aspects of the Super Branch model that present compelling business-building opportunities for entrepreneurially minded managers and career opportunities for advisors.
Financial advisors are on the front lines of recognizing issues facing older Americans. Your relationships with your clients are the best offense in assisting them with finding the helpthey need should their mental acuity begin to deteriorate. You can also help them avoid severe financial loss should they become a target of financial abuse.
Asset-backed securities (ABS)—also called securitized products or structured credit—finance pools of familiar asset types, such as auto loans, aircraft leases, credit card receivables, mortgages, and business loans. The new edition of The ABCs of ABS from Guggenheim Investments answers fundamental questions about ABS and other forms of structured credit.
Amidst changes in U.S. and global growth expectations, shifting central bank policies and continuing political surprises at home and abroad, what should bond investors expect from the markets? Baird Funds Senior Portfolio Manager, Warren Pierson, shares his perspective.
There are a range of investing approaches that all fall under the sustainability umbrella. We took a look at what the differences are, and what each approach sets out to accomplish. Download Morningstar’s new paper today to learn more about the nuances of the sustainable investing landscape.
Changing broker-dealers is an exciting event in the growth of your practice. It’s time to get focused on transitioning clients and growing your business at the same time. Visionary advisors see the transition as a way to strengthen client relationships and increase wallet share by putting the focus on the client.
Investing for the long term is not a new concept, yet an increasingly large body of research suggests that investors are prone to short-term thinking. Although behavioral finance has identified the importance of taking emotion out of investing, for many this is easier said than done. While behavioral modifications can help, we believe that a risk-controlled investment approach can help limit rash decisions, while keeping investors focused on the long term.
2017 Outlook with Thornburg’s Brian McMahon, CIO and William Fries, CFA.
The top articles from the 2016 issues of IMCA’s Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known for providing. Articles focus the biggest trends in family wealth, private equity, impact investing for a diversified portfolio, and an introduction to health savings accounts. IMCA® is the professional association for advanced investments and wealth professionals.
Value Line Funds
Alternative investments have been gaining wide acceptance in many investors’ portfolios as a way to provide diversification. In this white paper, we discuss the complexities of alternative investments and how turnkey solutions can provide increased exibility and access to numerous alternative investment strategies.
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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