White papers and reports

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

Trust Company
As a financial adviser, you've probably had to deal with the frustrations of not-in-good-order (NIGO) paperwork - especially if you work with multiple RIAs or reps.
Fidelity Investments
Findings from the Fidelity Advisor Insights study reveal the traits of "High-Performing" Advisors who earned twice as much as other advisors.
This paper provides advisors with a current snapshot of women investors as a powerful opportunity, and explores their attitudes towards investing and adviser performance. It also goes a step further to propose a new approach to helping women achieve the goals that may be most important to them.
Questions routinely arise about the value of active investing: Can active managers beat their benchmarks?
TD Ameritrade
Pricing presents an opportunity for advisors to better align their services and fees to more accurately reflect the value they delivers to their clients on a regular basis. This white paper explores how advisors can assess their pricing structure, popular pricing strategies, and how to effectively implement a pricing change while minimizing the impact to their clients.
AIG Advisor Group
Financial planning for non-traditional couples is a field that is experiencing dynamic change. Although most developments have been liberating and positive for affected clients, changes are coming so fast that keeping track of them can be bewildering. This new white paper from AIG Advisor Group highlights some of the most important developments.
Scout Investments
Consider rethinking traditional fixed income investing. Read Essential Ingredients to discover five ways to adopt an unconstrained mindset.
There's more to finding high-quality fund managers than eyeing a performance chart. Picking managers who can help your clients meet their investment goals is an art and a science, and knowing what to look for in a manager is the first step. Download Morningstar's new white paper.
NFP Advisor Services
This study examines the current position of financial advisors in the area of succession planning, identifies when advisors should take key steps in the succession planning process, and discusses how buyers and M&A firms evaluate adviser practices.
These articles from the Investments & Wealth Monitor focus on what's ahead for the new normal, investment management in the new normal, and a forward-looking approach to international equity risk allocation.
Principal Financial Group
Start conversations with current and potential clients about preparing for rising interest rates with this new white paper from Principal Funds.
With vast amounts of information available, the advent of client-centric technology and increased transparency in the industry, it is a great time to be a client of a financial advisor.
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 Ayana Reid at (212) 210-0774 or areid@investmentnews.com.