White papers and reports

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

Thornburg Investment Management
U.S. stocks have had a great run for half a dozen years. Why should U.S. investors cut exposure to a winner and increase it to overseas stocks now? For plenty of near-term and structural reasons, including downside protection, upside potential and diversification purposes.
As a financial professional, delivering new value-added offerings is an integral part of attracting and retaining clients. Today, a large portion of investable assets is going into retirement plans. Adding this business model will allow funds to be engaged now, and can increase your assets under management.
The Advisor Center
As a financial advisor, whether you’re an employee or independent, at the end of the day the revenue you generate is your revenue. The main question is how your revenue stream is reinvested.
Ted Jenkin and Kile Lewis, co-CEOs of oXYGen Financial and affiliates of Investacorp, have successfully integrated digital and social media marketing since the company’s inception in 2008.
Jefferson National
Jefferson National partnered with award-winning Professor Wade Pfau to study the risks, benefits and income potential of low-cost Flat-Fee Investment-Only VAs (IOVAs) and Guaranteed VAs. The conclusion: Flat-Fee IOVAs are more likely to generate income and build wealth—while guaranteed VAs are more likely to deplete wealth.
During the spring and summer of 2014, SWIFT interviewed the heads of investment operations and fund distribution at six of the ten largest investment management firms to assess the current and future operational needs of the investment management industry.
Aequitas Capital Partners
It has been said that money makes the world go round, but it’s really credit that keeps the wheels of commerce turning.
These articles from the Investments & Wealth Monitor focus on advising female clients including five practical strategies for becoming a more female-friendly advisor and engaging female clients by leveraging a demographic shift.
Cadaret, Grant & Co., Inc.
This new white paper from Cadaret, Grant & Co., Inc. looks beyond a “best practices” approach to the issue of succession planning and offers an alternative view – encouraging advisers to think critically and realistically about the future they envision for themselves and their practice.
These articles from the Investments & Wealth Monitor focus on alternative investing including a look at alternatives in the past, present and future, alternative strategy mutual funds, and alternatives compared to non-alternative core asset classes.
Cetera Financial Group
There is a point in nearly every financial advisor’s career when retirement becomes a nearby reality rather than an abstraction that can be put off for another day.
Cetera Financial Group
Buying or merging with a practice can be one of the most efficient ways to grow your business while adding scale and efficiency to your client services.
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 Ayana Reid at (212) 210-0774 or areid@investmentnews.com.