White papers and reports

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

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August 28, 2015
Symphony Asset Management
WHAT ARE FLOATING RATE LOANS? Also commonly referred to as “senior secured loans” or “bank loans”, floating rate loans are made by large commercial or investment banks to generally below-investment grade corporations for the purpose of financing operations. Learn more about loans as an asset class, their potential risks and benefits in The Case for Loans.
Resource Real Estate
Individual investors have long wished for the same access institutions have to alternative investments. Interval funds have potential to unlock this access for the widest possible audience.
First Clearing
Elder abuse has become a mounting concern in 21st century America. The term is broadly defined as actions or omissions that cause harm or create a serious risk of harm to an older person (generally age 60 or older) by a caregiver, family member, trusted “other” or stranger. While awareness is not as high as it is for some issues in this country, experts acknowledge that elder abuse is on the rise.
CNL Securities
Exploring Alternative Investments discusses the popularity of alternatives among certain investors, the differences between traded and non-traded alternatives and their potential benefits and risks.
Cetera
As a financial adviser, you have a great opportunity to help your clients teach their children about all the money you're growing for them. You can extend your relationship – and future business – by helping parents and grandparents take on this challenge.
AIG Advisor Group
Advisers who focus on the pre-retirement planning can gain a competitive advantage by offering clients guidance on Social Security decisions. This 16-page report from AIG Advisor Group will focus on the information you need to help clients make key Social Security decisions as well as provide some simple ways to get in front of them.
Cambridge
Barry Schmidt, Cambridge First Vice President, Practice Management, details a new approach to practice management. The life management approach looks beyond strictly financial and business related objectives to help rep-advisers see the big picture and realize where they would ideally like to be in their life, not just their practice.
DST Systems, Inc.
The need to gain accurate customer insight is becoming increasingly important for the whole investment industry. This whitepaper explores how financial advisers can accelerate the use of data and advanced analytics and use a scientific approach instead of professional intuition to achieve advisory excellence.
Inland Real Estate Investment Corp.
Successful real estate asset management is key to creating value and involves more than fixing leaking roofs and collecting rents – it entails active end-to-end management – from property acquisition to disposition.
August 19, 2015
Thornburg
Thornburg International Value Portfolio Manager Lei Wang discusses developments in China, Greece and Europe, currency volatility and the impact of expected U.S. rate hikes and investment opportunities abroad
Principal
What do more than 700 of your peers from around the globethink about the future of equities. Find out in a new reportconducted by CREATE-Research and sponsored by Principal Global Investors
IMCA
These articles from the Investments & Wealth Monitor focus on tax-aware investing including a look at the trinity of asset location—taxes, returns, and time horizon, tactics and strategies for tax-efficient investing, and an after-tax target few advisers have in their sights. Holding true to the Investment Management Consultants Association® reputation as the leading 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®) certification programs, conferences, membership, and publications.
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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