White papers and reports

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

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Salesforce
Learn how Salesforce can help advisors address the challenges associated with this disruptive regulation and quickly fine-tune internal operations to manage compliance — all while empowering advisors to build more rewarding client relationships.
Securian
Social media can be an effective tool to help financial advisors reach their target audiences and boost their businesses. And, it doesn’t have to be an overwhelming process. This paper offers five tactics advisors can implement today to create a simple, yet effective social media program for their business.
Nationwide®
Many investors define risk as market volatility. As a result, they have become more risk averse in recent years. In this white paper from Nationwide®, we discuss the implications of increased risk aversion and share ideas for helping advisors expand their clients’ perception of risk beyond market volatility.
October 01, 2016
IMCA
These Investments & Wealth Monitor articles focus on institutional foundations and endowments including how foundations can make social impact, how wealth managers can maximize their effectiveness on investment committees, and liquidity and the endowment model. IMCA® is the professional association for advanced investment professionals.
Baird
As 2016 winds to a close, Baird Funds President Mary Ellen Stanek provides an insightful look at what shaped the economic and fixed income market environments this year, as well as her team’s investment outlook.
IMCA
These Investments & Wealth Monitor articles focus on institutional foundations and endowments including how foundations can make social impact, how wealth managers can maximize their effectiveness on investment committees, and liquidity and the endowment model. IMCA® is the professional association for advanced investment professionals.
FTJ FundChoice
Whether you’re seeking a new platform or just looking to diversify your clients’ assets, this whitepaper will walk you through the features to consider when reviewing a TAMP.
Workiva
The complex regulatory and compliance environment in which broker-dealers, registered investment advisory (RIA) firms, and individual advisers operate is about to become even more complicated. In addition to the Department of Labor’s impending fiduciary requirements for advisers dealing with retirement accounts, firms can expect to see a greater call for managing risk around cybersecurity, suspicious activity (including money laundering), and third-party operational risk. This paper sets the stage for establishing protocols and procedures that reflect an organization’s risk-management policies, demonstrating both a proactive approach to risk management and programmatic efforts to manage and monitor those risks.
Cambridge
Change is never easy. The advice industry is being pummeled with change coming faster than ever before, and the pressure is coming from everywhere. At Cambridge, we believe we must support independent advisors in adapting their business models.
Millennium Trust
A look at the evolution of the Alternative Asset Marketplace and how changes in regulation and innovative financial technology companies are improving access to Alternative Assets.
InvestmentNews Research
The industry’s top firms have a clear formula fueling their success: The new 2016 InvestmentNews Financial Performance Study details how leading advisory firms are growing their revenues, while also making strategic investments in their businesses.
September 12, 2016
Pershing
Digital capabilities available to advisors and their clients support one of three functions: enhancing advisor-client engagement and collaboration, increasing advisor growth and efficiency, or expanding advisors’ portfolio management capabilities.
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 Mary Meagher at (212) 210-0115 or mmeagher@investmentnews.com.