White papers and reports

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

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Securian Financial Group
Many advisors are learning, to their dismay, that losing clients as a result of wealth transfer events can bring a tremendous loss of productivity to a practice. Advisors who have built client relationships over decades risk watching assets vanish when it comes time for an asset transfer. This white paper explores how advisors can protect their practices and better position themselves for asset transfers.
January 12, 2015

Sponsored by CWS Capital
1031 Exchange. You may have heard this phrase before, you may already be familiar with what it is, or you may not know what it is at all. Whichever category you fall under, you are most likely interested in a tax-efficient way of preserving capital invested in real estate.
Cambridge
This is the third and final report in our "Future of Advice" series, and perhaps the most important as it takes on the subject of growth. In this paper, InvestmentNews Research went deep into our survey data on nearly 1,000 investors and more than 500 advisers to recommend Avenues for Growth.
Cadaret, Grant & Co., Inc.
In this new white paper, Cadaret, Grant explores the four factors that differentiate the industry's best from the rest.
Ameritas
For many advisers, an important source of growth of assets under management for their firms could be the children and grandchildren of their existing clients. Financial vehicles that transfer wealth across generations could be a place to start the discussion.
Investment Management Consultants Association
The top articles from the 2014 issues of the Investment Management Consultants Association® (IMCA®) Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known for providing. Articles focus on what makes a highly successful advisor, active versus passive for the taxable investor, and behavioral finance. Holding true to IMCA's reputation as the provider of advanced financial education, these articles are a sample of the content found in IMCA's Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) credentials, conferences, membership, and publications.
Invesco
With a combined market capitalization of $2 trillion, the Association of Southeast Asian Nations (ASEAN) markets present a compelling investment case for investors seeking growth.
Thornburg
Low interest rates are likely to hang over the investment landscape for some time to come, with the U.S. economy expected to grow more slowly than it historically has amid low inflationary pressures.
Charles Schwab
When you become a Registered Investment Advisor (RIA), you control your business and can serve clients the way you want. From branding to pricing, you're in charge of key decisions. But with this freedom come additional legal and regulatory responsibilities. The choices you make during your transition will impact your business far into the future. Making thoughtful decisions around partnerships, structure, and insurance is vital to your business's long-term prosperity. This report will help you weigh the legal and regulatory considerations associated with becoming an RIA.
Janus Capital Group
Janus Fixed Income CIO Gibson Smith reflects on why he believes consistency beats the long shot, in sports and in investing.
Cambridge Investment Research
Independent and objective advice for the investing client is best delivered by independent advisors and broker-dealers with well-designed succession plans. Click here to learn more about why your independence is not for sale.
Invesco
October's global equity volatility is likely to be followed by strengthening equity prices heading into year-end.
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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