White papers and reports

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

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Baird
Uncertainty abounds in the global marketplace – what are the risks and opportunities, and what is an investor to do in today’s markets? Chautauqua Capital Management discusses how to invest in the current environment.
IMCA
Behavioral finance is about understanding and overcoming biases that affect decision-making, because often an emotional decision today may work against long-term success. The Investments & Wealth Institute, formerly IMCA, is the professional association for advanced investment professionals.
Baird
In less than one month, three Category 4 hurricanes hit the U.S., the first time three such powerful storms landed on U.S. soil in such a short time frame. How will these storms impact the municipal markets? Baird Advisors investigates the potential implications, the financial position of each state affected and what investors should watch for in the coming months.
NASDAQ
Nasdaq Global Indexes compares the performance of 12 broad U.S. AlphaDEXTM indexes with their traditionally-weighted index benchmarks and found that during this period AlphaDEX indexes generated higher returns.
Voya Financial
Navigating government benefits for special needs financial planning can be intimidating, but you are not alone. Your financial advisor has the experience and education to guide you through the process — helping you avoid the most common pitfalls. 
October 16, 2017
ETF Guide
Slow growth? Inflation? Volatility? If you think the writing is on the wall, Direxion offers a range of inverse and leveraged inverse ETFs. So you can seek to tactically hedge your investments or position your portfolio for downturns.
Voya Financial
The journey of creating a lifetime of continuous care for your loved one may seem daunting at first, but getting started is less overwhelming when you’re organized. Use the following checklist to begin planning the future your loved one with special needs deserves.
Voya Financial
Naming a loved one with special needs as a beneficiary could have an unintended impact on their eligibility for government benefits.
Nationwide®
Many investors favor domestic investments, missing out on what can be found beyond U.S. borders. In this white paper, Nationwide® breaks down the factors affecting the global business cycles, examines where we are in the current cycle, and identifies potential opportunities in global markets.Register now to download.Nationwide and InvestmentNews are separate and non-affiliated companies.Nationwide Funds distributed by Nationwide Fund Distributors LLC (NFD), member FINRA, Columbus, Ohio. Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio.Nationwide, the Nationwide N and Eagle and Nationwide is on your side are service marks of Nationwide Mutual Insurance Company. (C) 2017 Nationwide.
October 12, 2017
InvestmentNews, Calvert Research and Management
As clients continue to assign importance to investments that meet certain environmental, social or governance standards, financial advisers will need to help their clients navigate through an expanding set of ESG considerations and strategies. This new research paper offers an outlook for ESG investing and addresses the primary drivers, motivators and educational needs that are re-shaping adviser-client conversations.
Pershing
In the first of a 3-part series, BNY Mellon Pershing’s Gabriel Garcia provides insights on how advisory firms can put the 2017 InvestmentNews Compensation & Staffing study findings into action for their business.
Cadaret Grant
This white paper explains why since few pre-retirees and retirees have a retirement income plan, an adviser focus on retirement income and developing such a plan can create significant opportunities. It discusses the elements of a focus on retirement income planning and the benefits of an adviser developing such a focus.
A blueprint for the industry, this benchmarking study provides actionable takeaways and the latest solutions to help advisers drive profitability, efficiency and growth for their firms.

This comprehensive research tool to will shed insight onto what other advisers are doing to optimize their technology investments and operations and help you better 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 Mark Bruno at (212) 210-0116 or mbruno@investmentnews.com.

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