White Papers
InvestmentNews presents the latest and most targeted thought leadership for the financial industry.
February 07, 2012
Rethinking risk: Are your portfolios prepared?
This white paper from Invesco explores why it's critical for advisers to prepare their clients for market cycles and periods of risk, and how investors can position their portfolios to hold up in any economic environment.
January 16, 2012
Working Smarter: Build Greater Practice Value Through Succession Planning
As a financial adviser, you actively promote advanced planning to your clients to help them achieve their financial goals. As a business owner, it is just as important that you do the same by creating a succession plan for your practice.
January 12, 2012
ROI for RIAs
Technology is not just another expense item detracting from take-home pay and profit distributions. For top-performing Registered Investment Advisors (RIAs), it’s viewed as a long-term investment that generates growth and higher profitability.
December 23, 2011
Impact investing and America's affordable housing epidemic
“Impact investing” is a relatively new term that describes investments that aim to solve social or environmental challenges while generating financial profit.
November 10, 2011
The 2011 InvestmentNews/Moss Adams Comp & Staffing - Executive Summary
Hundreds of advisory firms took part in the 2011 InvestmentNews/Moss Adams Adviser Compensation and Staffing benchmark study, which found that a select group of advisory firms were financially successful in part because they excelled at effectively managing their human capital.
November 08, 2011
Is global the new core?
This white paper from Franklin Templeton describes why global perspective is essential when building the core of your clients' investment portfolios.
November 03, 2011
Annuitization puzzles
In this working paper, Professors Benartzi, Thaler and Previtero show that the same behavioral and institutional factors that have proven to be so important in understanding savings behavior are also important in understanding how families deal with the retirement income challenge.
October 10, 2011
Advisers and technology: What the big firms buy
In July 2011, InvestmentNews surveyed more than 1,000 advisers about the kinds of software they use in their practice as well as their satisfaction with these products. The following report highlights several key findings from this survey.
October 10, 2011
Gaining exposure to natural resources
With growing populations and increasing per capita income, global markets are in the early stages of what is expected to be an extended period of demand expansion for energy, food products, metals and other natural resources, such as paper and water. These are the building blocks of flourishing economies, according to a new white paper from Northern Trust.
September 13, 2011
Guide to understanding direct investments
This white paper from the Investment Program Association explores the use of non-traded REITS, oil and gas programs, equipment leasing, managed futures and other forms of direct investments that can help diversify your clients' portfolios.
160 items found.
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For more information on posting your research on our website, contact Whitney Man at (212) 210-0152 or wman@investmentnews.com.
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