White papers and reports

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

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Millennium Trust
A look at the evolution of the Alternative Asset Marketplace and how changes in regulation and innovative financial technology companies are improving access to Alternative Assets.
Cambridge
Change is never easy. The advice industry is being pummeled with change coming faster than ever before, and the pressure is coming from everywhere. At Cambridge, we believe we must support independent advisors in adapting their business models.
InvestmentNews Research
The industry’s top firms have a clear formula fueling their success: The new 2016 InvestmentNews Financial Performance Study details how leading advisory firms are growing their revenues, while also making strategic investments in their businesses.
September 12, 2016
Pershing
Digital capabilities available to advisors and their clients support one of three functions: enhancing advisor-client engagement and collaboration, increasing advisor growth and efficiency, or expanding advisors’ portfolio management capabilities.
Thornburg
Nicholos Venditti, portfolio manager and managing director at Thornburg, shares how he stays steps ahead of the next potential crisis in fixed income.
September 01, 2016
FolioDynamix
Take advantage of technology solutions to run your fee-based business. Download our white paper for tips and strategies.
Northern Trust - FlexShares
Technology empowers today’s investors to engage with an expanding array of formal and informal investment resources. But the tools used vary between mature and Baby Boomer investors – and among Gens X, Y and Z. This report covers the devices, communities and tools that different generations use to access and act upon investment information.
William Blair
William Blair portfolio managers Simon Fennell and Casey Preyss discuss how we got where we are in 2016 and what we can expect for the remainder of the year.
Morningstar
People who come into money need good advice to turn their money into wealth. For advisors, breaking down bad habits and demonstrating the need for early career financial planning can cement client relationships and build the trust that’s crucial to every advisory relationship. Download Morningstar’s paper to get started.
Cadaret Grant
This guide provides an overview of how advisers can create and use publicity tools in all media to enhance their business. It starts by explaining how advertising differs from publicity and PR. It then covers why it’s important to have specific expertise, how to deal with reporters and other members of the press, how social and traditional media are similar and how they’re different, and how to set realistic goals and measure performance.
ProShares
Companies that consistently grow their dividends tend to be high quality with long histories of profit and growth, strong fundamentals and stable earnings, and management teams with conviction. These features have generally enabled dividend growers to withstand repeated market turmoil and still deliver strong returns with lower volatility.
August 22, 2016
BMO Global Asset Management
With advances in medical treatment and technology, your clients are living longer – and could potentially face major challenges from both a health and financial standpoint. Help clients prepare to live longer and be financially secure by having a conversation about the four keys to longevity.
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.