White papers and reports

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

This white paper will explore the current trends and challenges in the RIA market and serve as a guide to help breakaway advisors understand how technology can drive their success.
Redtail Technology
As smartphones have become ubiquitous and a primary tool of phone communication, they simultaneously allow us to reach out to one another in a less disruptive fashion (texting), while at the same time to get quicker responses. Your clients are texting more than they are emailing / phoning one another – and they’d like you to join them.
NY Life
When people save for retirement, the biggest concern is the returns on investments. When they retire, they need to care about returns, but also the order of those returns. Learn how to take some of the uncertainty out of retirement.
S&S Advent
This paper explores the increasing technological sophistication on the part of mainstream investors, and the steps advisors should consider to avoid losing opportunities with client and prospects.
Fidelity FCCS
As technology continues to evolve, cyber criminals are evolving at the same rate, finding new ways to access private information to separate people from their assets—but there are steps you can take to help ensure you're one step ahead.
Carson Group
Discover how technology is driving productivity, efficiency and growth for some of the fastest growing independent advisory firms.
Fidelity FCCS
Learn how people, data, and software connect to increase efficiencies and create more value.
The importance of dividends has been an often overlooked part of investing, but will continue to come to the forefront.
NY Life
Most women are not prepared for retirement. Read our white paper to learn the distinct obstacles that women face in retirement, and how to gain and retain female clients. You’ll get insights on how to help your clients navigate challenges from accumulation to distribution and build your client base.
Fidelity FCCS
The 2017 Fidelity Millionaire Outlook study provides insights on Gen X/Y millionaires and what they value in an advisor—and how firms can position themselves for growth with this important client segment.
In the rush to sell their practices, some advisors could be leaving money on the table. Get what your firm is worth by leveraging four key tenets that can demonstrate your value to potential buyers.
LPL Financial
As regulations tighten, technology evolves, generations shift, and client needs increase, the demand for financial advisors is accelerating.
This report summarizes the latest thought leadership surrounding cybersecurity, retirement income, technology and the future of advice. In addition to insight, this report provides actionable steps for advisers to incorporate into their evolving businesses.
A handful of “Elite” RIA firms continue to grow at a rate that significantly outpaces the industry at large – and many elite firms are making short- and long-term investments designed to continue to accelerate their rapid growth. Download this new study from InvestmentNews Research and BlackRock to learn more about the growth strategies of the industry’s top firms. Specifically, this study will focus on:

• How Elite RIAs are scaling their businesses to establish their brands and improve operations
• The investment management approaches Elite RIAs are taking to differentiate their firms and attract larger clients
• How top firms are using M&A to identify strategic growth opportunities
• Technology strategies for improving productivity and providing a “next generation” client experience
• The “emerging elite RIAs” and the opportunities for new business models to help ignite growth
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.

Click here to order your copy of the 2017 Adviser Technology Study. Use discount code SAVE50 to save $50 off study price.
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.

Share your research with the investment community and stand out as a thought-leader.
For more information on posting your research on our website, contact Mark Bruno at (212) 210-0116 or mbruno@investmentnews.com.

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