White papers and reports

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

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Ameritas
Determining an appropriate withdrawal rate in retirement is an issue that should be discussed and decided upon by the adviser and the client, working together. That decision ultimately should rest on issues such as the client's assets, responsibilities, health and expectations for retirement.
Transamerica
As your client base ages, you will likely encounter someone with this fatal brain disease. In fact, research estimates that advisors serve, on average, seven clients living with Alzheimer's disease.
Advent
Investment management firms have proceeded with caution on mobile technology. Now, their clients and employees are driving change, compelling firms to figure out their mobile strategies and policies.
Charles Schwab
More and more advisors are seizing the opportunity to create the future they imagine for themselves and their clients. Independence offers unparalleled freedom and control.
Invesco
The European Central Bank (ECB) recently launched the first round of the Targeted Longer-Term Refinance Operation (TLTRO). While the TLTRO is expected to be the ECB's main mechanism for re-expanding its balance sheet and boosting inflation, it is limited and dependent on the participation of commercial banks.
TIAA
Growing interest in Socially Responsible Investing (SRI) raises an important question: Does pursuing social goals mean sacrificing performance? A TIAA-CREF analysis shows that SRI indexes delivered market-like returns and risk over the long term. Performance was comparable to broad market indexes, despite using a smaller universe of stocks.
American Realty Capital
This paper provides an overview of several examples of alternative investments. Advisors can use this information to determine which, if any, of these investment solutions might be appropriate for their clients' specific investment goals, given their existing portfolio of holdings and their unique tolerance for risk.
October 21, 2014
Neuberger Berman
Investments that we refer to as "alternative" have moved center stage and account for a growing allocation of investment portfolios.Investors appear to be embracing the characteristics of alternative strategies, such as the potential to outperform across market cycles.
October 20, 2014
Putnam
We remain bullish on U.S. stocks, but true economic decoupling is unlikely.
October 20, 2014
Wiley
The old stock market adage of "Sell in May and Go Away" won't cut it these days. You need a consistent, low-risk strategy that will help you take advantage of seasonal trends and continue to generate wealth in retirement portfolios during the sluggish summer months.
Federated
Economic growth should accelerate, with improving fundamentals creating the foundation for equities to reach new highs.
October 16, 2014
Crown Philanthropic Solutions
Philanthropy is the most significant practice development opportunity in decades for the advisory community. Have you acted on it yet? Are you prepared? Here is a comprehensive look at what you need to know, why it is important, and what you need to do-now.
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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