Special Reports

Year One

March 29, 2015

Each of the six young advisers InvestmentNews has followed over the past year their first in the financial advice business is finding his or her own focus in this changing industry.

Retirement Plan Advisers

March 22, 2015

Retirement plan advice is at a turning point, and this special report explores the biggest issues and changes facing the industry today.

Succession Planning Spotlight

March 15, 2015

A look at the biggest succession planning challenges, plus more reminders of its critical place in the current advisory landscape.

Impact Investing

March 1, 2015

A deep dive on the rise of impact investing, with a look at the most popular funds and expert insight on the movement's myths and trends.

Annuity Strategies

February 22, 2015

An in-depth look at the latest trends in the annuity world, including which products are gaining traction in retirement plans.

2015 Adviser Technology Study

February 8, 2015

A look at the biggest tech trends among advisers, with technology experts weighing in on the developments to watch in the adviser technology space.

Smart Beta

February 1, 2015

An in-depth look at smart beta, which might be poised to convert naysayers in 2015.

Spotlight on Technology

January 25, 2015

What's next on the adviser technology landscape? Experts and industry leaders provide insight on the next big tech trends.

Top Independent Broker-Dealers 2015

January 18, 2015

A look at the challenges and opportunities facing independent broker-dealers in 2015, as well as the latest data and insights on the IBD space.

Spotlight on Innovation

December 21, 2014

Highlighting examples of advisers embracing innovation and preparing for the future of the industry.

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