White papers and reports

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

NFP Advisor Services
This study examines the current position of financial advisors in the area of succession planning, identifies when advisors should take key steps in the succession planning process, and discusses how buyers and M&A firms evaluate adviser practices.
There's more to finding high-quality fund managers than eyeing a performance chart. Picking managers who can help your clients meet their investment goals is an art and a science, and knowing what to look for in a manager is the first step. Download Morningstar's new white paper.
These articles from the Investments & Wealth Monitor focus on what's ahead for the new normal, investment management in the new normal, and a forward-looking approach to international equity risk allocation.
Principal Financial Group
Start conversations with current and potential clients about preparing for rising interest rates with this new white paper from Principal Funds.
With vast amounts of information available, the advent of client-centric technology and increased transparency in the industry, it is a great time to be a client of a financial advisor.
First Clearing
A new wave of potential clients with the greatest lifetime value of any generation has entered the market: Gen Y. Advisors who understand this demographic's outlook on life and on investing will be best positioned to engage with them.
Principal Financial Group
This white paper from Principal Global Investors discusses opportunities in the real estate securities market and shares insights on the best approach for exploiting pricing inefficiencies.
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.
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.
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 adviser, 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.
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.
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.