White papers and reports

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

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Fidelity FCCS
Learn how investor perceptions of value are changing, and how firms can adapt to help win and retain business.
Baird
What should fixed income investors expect in 2018? In this white paper, Mary Ellen Stanek, CFA, shares Baird Advisors’ annual investment outlook, makes a case for “lower and longer” economic growth, and identifies headwinds that could present challenges for market participants in the new year.
Nationwide®
Investors tend to favor the familiarity of domestic investments against the perceived risks of investing in foreign markets. However, an analysis of historical risk and return data shows that adding international exposure to portfolios may help to reduce risk and enhance potential return opportunities. In this white paper, Nationwide® examines the impact of home bias, how global diversification benefits investors, and the optimal allocation of international equities.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. © 2017 Nationwide.
VanEck
The market has been in a bull market 54% of the time since 1900. These secular bull and bear markets tend to occur over multiple years. Academic research has consistently shown that perma-bulls and perma-bears make far less profit than those who are cautiously optimistic. This white paper outlines the importance of risk management during both bull and bear markets and details how a guided allocation strategy can seek to avoid losses from potential market drawdowns by trading into and out of the market automatically.
December 01, 2017
LPL Financial
To position your practice to handle competition and growth, it must be scalable. A scalable business provides the flexibility needed to adapt to change and the evolving needs of clients. Learn how to achieve your goals through practice scalability and personalization and download our white paper, The Art & Science of Scaling today.
Guidestone
At GuideStone, we believe attractive risk-adjusted returns can be achieved while remaining committed to Christian values. In our latest whitepaper, we uncover several misconceptions related to faith-based investment screens, including the belief that:• Faith-based mutual funds have significantly smaller investment universes• Investors in faith-based mutual funds must sacrifice returns• Faith-based mutual funds are expensive
Redtail
Advisors need to embrace the technology necessary to effectively engage the millennial clients set to be on the receiving end of the greatest wealth transfer in history. Here are four tech practices you can use now to transform your business and connect meaningfully with not only millennials, but clients of all ages.
November 15, 2017
ETF Guide
USCF's latest guide neatly organizes ETPs linked to commodities. Why does it matter? Because a diversified portfolio isn't "diversified" if it lacks exposure to one of the world's most important asset classes - commodities.
Baird
According to recent press, municipal investors are at the mercy of “dotard” fund managers with limited market knowledge. Duane McAllister, Baird Advisors Senior Portfolio Manager, takes on these generalizations in a recent white paper. Read on for a dotard’s defense of the diversity and benefits of investing in municipal bonds.
RBC Wealth Management
Women have a powerful impact on family wealth and the transfer of assets to the next generation. This report, the first of four in our wealth transfer series, looks at how women build, preserve and pass on their family legacy.
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.
Commonwealth Financial Network
Download our complimentary white paper to find out why the time is right to break away. The biggest advantages wirehouses once held over independent firms—technology and advertising—are gone. And with those same wirehouses cutting costs and reducing compensation, there’s no better time to make the move to the independent channel.
A handful of “Elite” RIA firms continue to grow at a rate that significantly outpaces the industry at large – and many elite firms are making short- and long-term investments designed to continue to accelerate their rapid growth. Download this new study from InvestmentNews Research and BlackRock to learn more about the growth strategies of the industry’s top firms. Specifically, this study will focus on:

• How Elite RIAs are scaling their businesses to establish their brands and improve operations
• The investment management approaches Elite RIAs are taking to differentiate their firms and attract larger clients
• How top firms are using M&A to identify strategic growth opportunities
• Technology strategies for improving productivity and providing a “next generation” client experience
• The “emerging elite RIAs” and the opportunities for new business models to help ignite growth
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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