White papers and reports

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

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Kestra Financial
Financial advisor acquisitions are multiplying, and it's vital advisors understand what separates a truly successful acquisition from the rest. We explored commissioned research to learn how to find the right match and manage the transition successfully; resulting in a deal that retains clients and boosts your bottom line.
Thornburg
What are the benefits of laddered bond portfolios vs. barbell and bullet bond strategies during periods of rising interest rates?
ETF Securities
What Really Drives White Metals Prices: silver, platinum and palladium.
Envestnet
Capital Sigma is Envestnet’s term for the sum total of advisor-created value, and includes financial planning, asset class selection and allocation, investment selection, systematic rebalancing, and tax management. Under this aegis, this white paper embraces five areas that engender measurable value to the client.
Financial Independence Group
The storm we knew was coming has finally landed. Even though we have been talking about it and preparing for so many “what-ifs”, many firms simply paused and decided to wait until it landed.
First Clearing
This paper summarizes the results of research into attitudes, preferences and priorities about investment advice from three generations: Baby Boomers, Generation X, and Millennials. We focused on these three populations because they’re the investors whose current goal is to actively accumulate wealth; as such, they’re the ones most likely to need advice.
American College
Building a retirement income plan is a complex process and building solutions to retirement risks is much more than just checking the box. Evaluating all the risks that retirees face, and developing a plan to address each one, can be a tough task. This white paper identifies and describes 18 retirement risks in six different categories and provides solutions for each.
IMCA
These Investments & Wealth Monitor articles look at why goals-based investing helps investors achieve better outcomes, how advisors can deliver an enhanced client experience through a goals-based approach, and how advisors can apply emotive conversations about goals to the process of building the best investment strategy. IMCA® is the professional association for advanced investment professionals.
Empower
The sixth annual Lifetime Income ScoreSM (LIS) report includes survey results from more than 4,000 American workers aged 18 to 65. Based on individual responses, it estimates the percentage of working income — the LIS — that American households are on track to replace in retirement.
InvestmentNews Research, Legg Mason
New research from InvestmentNews, sponsored by Legg Mason, approximates how the DOL fiduciary rule will set money in motion and alter business models across the advice industry.
Thornburg
Long familiar and some new conditions in fixed-income markets could spell a swift and devastating liquidity crisis if a major sell-off occurs.
Senior Market Sales
The Great Recession reshaped how clients see retirement. More worried about how to pay for health care in retirement, they look to Medicare and Social Security with greater importance. Discover how consumer expectations of their advisors are changing and also converging with other trends to create both risks and opportunities for the financial planning industry.
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.