White papers and reports

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

Voya Financial
Naming a loved one with special needs as a beneficiary could have an unintended impact on their eligibility for government benefits.
October 16, 2017
ETF Guide
Slow growth? Inflation? Volatility? If you think the writing is on the wall, Direxion offers a range of inverse and leveraged inverse ETFs. So you can seek to tactically hedge your investments or position your portfolio for downturns.
Voya Financial
The journey of creating a lifetime of continuous care for your loved one may seem daunting at first, but getting started is less overwhelming when you’re organized. Use the following checklist to begin planning the future your loved one with special needs deserves.
Voya Financial
Navigating government benefits for special needs financial planning can be intimidating, but you are not alone. Your financial advisor has the experience and education to guide you through the process — helping you avoid the most common pitfalls. 
October 12, 2017
InvestmentNews, Calvert Research and Management
As clients continue to assign importance to investments that meet certain environmental, social or governance standards, financial advisers will need to help their clients navigate through an expanding set of ESG considerations and strategies. This new research paper offers an outlook for ESG investing and addresses the primary drivers, motivators and educational needs that are re-shaping adviser-client conversations.
In the first of a 3-part series, BNY Mellon Pershing’s Gabriel Garcia provides insights on how advisory firms can put the 2017 InvestmentNews Compensation & Staffing study findings into action for their business.
Cadaret Grant
This white paper explains why since few pre-retirees and retirees have a retirement income plan, an adviser focus on retirement income and developing such a plan can create significant opportunities. It discusses the elements of a focus on retirement income planning and the benefits of an adviser developing such a focus.
October 04, 2017
This eBook shares the impact your planning can make across all stages of your clients’ lives and how technology can be used to address their needs, enabling you to Plan It Forward.
Flexible cross-asset oriented investment teams are positioned to assess fundamentals and valuations across discreet asset classes, facilitating relative value tradeoffs and improving the potential for superior risk-adjusted returns.
Hurricanes Irma and Harvey had a destructive impact on communities across the U.S., especially in Florida and Texas. But how will these storms impact the municipal markets in these states? Baird Advisors investigates the potential implications, the financial position of each state and what investors should watch for in the coming months.
October 02, 2017
InvestmentNews and Nationwide®
New research from InvestmentNews and Nationwide® highlights the differences in investors’ and advisers’ perceptions of retirement income needs. This study, which compares results from both an investor survey and an adviser survey, focuses on several core retirement issues, including:·Retirement outlooks: Anticipated savings, monthly retirement income and length of retirement·Retirement risks: The factors that have the greatest potential to erode retirement savings·Retirement income advice: The financial planning services that are in demand and could deliver the most value to clients and potential clientsThis study also offers actionable steps for advisers looking to deepen conversations with clients and prospects about retirement and retirement income planning.Back to The Planning Gap homepageNationwide and InvestmentNews are separate and non-affiliated companies.Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, OH.Nationwide, Nationwide N and Eagle and Nationwide is on your side are service marks of Nationwide Mutual Insurance Company. ® 2017 Nationwide.
LPL Financial
To grow your business through a practice transition, it’s important to not only consider how well your prospective partner fits with your business goals, but that investors are scrutinizing the integrity of firms that advisors choose to associate with in order to address client needs. Discover more by downloading our white paper, 5 Traits of a Successful Transition, today.
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 Mark Bruno at (212) 210-0116 or mbruno@investmentnews.com.

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