White papers and reports

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

Currently, two-thirds of advisors provide retirement income planning to their clients. In a recent InvestmentNews research study, advisors said they believe that after the new DOL fiduciary rule goes into effect, retirement income planning will continue to be the service that provides the most value to their clients. However, the DOL rule as well as a host of non-regulatory issues such as greater longevity and rising healthcare costs, will change retirement planning significantly. This research brief sheds light on ways advisors could and should position themselves to meet clients' retirement planning needs.
How can you successfully adopt a new CRM platform that helps your firm streamline it's operations and boost efficiency? Juncture's Julie Cochrane, Director of Training and Consulting, offers her seven steps for helping any firm get on board with a new CRM.
BMO Global Asset Management
Want higher client satisfaction and loyalty? Learn to speak your clients’ language by first determining their investor archetype. Download this guide for a snapshot of each investor personality type along with tips on how to identify and tailor your conversations to each temperament.
This book exposes five of the most destructive myths that we believe keep portfolios at greater risk. Download the eBook and learn more about how StratiFi’s option overlays can protect your clients.
DST Systems
Renewed opportunities to improve the outdated approach to IRA rollovers
December 01, 2016
FS Investment Solutions, LLC
In a post-crisis era, investors have faced low yields, increased financial market volatility and rising asset correlations. This “new normal” is prompting individuals to rethink traditional concepts about portfolio diversification.
December 01, 2016
These articles from IMCA’s Investments & Wealth Monitor take at the biggest trends in family wealth, the latest family office trend in direct investment, and a closer look at today’s ultra-high-net-worth and multi-family offices. IMCA® is the professional association for advanced investment professionals.
First Clearing
Advisors add value at each step of the value chain and can enhance well-being in every area of clients’ lives.
T Rowe Price
As financial wellness increases in popularity, it becomes critical to develop a valid framework for selecting a financial wellness provider. Here are some considerations that employers may want to incorporate into their evaluation process. This list only serves as a framework to start their evaluation—the needs and priorities of every employer may differ.
Many firms still have questions about the business requirements of U.S. Department of Labor's fiduciary rule and the best approach to meeting the April deadline. Read Morningstar’s practical answers for broker/dealers, asset managers, and advisors.
November 28, 2016
eMoney Advisor
You got in this business to help people. It’s the reason why you place trust at a premium in your client relationships. Earning and strengthening that trust through communication enables you to provide excellent service, and as a result, take the success of your business further. In this white paper, we define various learning styles that will help you deliver meaningful interactions with clients to increase retention and satisfaction.
November 28, 2016
eMoney Advisor
Make no mistake, the client experience you create influences your bottom line. As increased regulations and digital trends set new standards of value, you may begin to see a significant shift in your clients’ perception of your service. This white paper explores how your clients’ expectations are evolving and how to develop a sustainable and successful game plan for 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 Mary Meagher at (212) 210-0115 or mmeagher@investmentnews.com.