White papers and reports

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

LPL Financial
How succession planning can help increase your practice value, Avoiding the top transition pitfalls, Timing your exit to maximize value, and Simplified solutions for transitioning on your terms.
Macro strategies generally look to provide consistent returns in all market environments, and typically target equity-like returns with significantly lower volatility. Macro strategies can be used as a core allocation or as a diversifier to a more traditional portfolio.
Sprott Asset Management
Gold is indestructible, possesses a high value-to-weight ratio (which makes it easy to store and transport), is not anyone's liability, and, most importantly, has provided against the destruction of wealth for centuries.
T. Rowe Price
In the first half of this year, global stock and bond markets displayed notable resiliency, defying expectations with respectable gains, rising valuations, and progressively lower volatility. In the process, though, risk perceptions have been heightened: Global bond markets are still threatened by the prospect of rising U.S. interest rates over the next year, and a downturn in the aging U.S. bull market could occur at any time.
July 31, 2014
These articles from the Investments & Wealth Monitor focus on rethinking risk including a look at risk management for hedge fund allocators and a forward-looking approach to international equity risk allocation.
A good financial advisor can build a portfolio of fixed income funds with the goal of protecting principal in a rising rate environment. Given the uncertainty of when and how fast the Fed will raise rates, it is not easy to know when to pull the trigger of such a reallocation. In the face of such uncertainty, with the markets providing a window, perhaps the best time to act is now.
New investor attitudes toward risk call for new approaches - and new thinking - by advisers.
As we look back on the last 30 years, most advisers have gone through some type of training program within a wirehouse or insurance firm. These programs have had relatively low success rated for developing new and successful advisers. We cannot assume these types of programs will continue to train a sustainable number of next generation advisers. We must create our own methods of developing and retaining the next generation of talent.
Are you keeping pace with your peers? Which advisors are doing better than ever-and how do they measure their success? How well are advisors keeping clients informed and engaged? Pershing's "Second Annual Study of Advisory Success: A New Age of Client Communications and Client Expectations" updates Pershing's 2013 study with the latest research on the current state of advisory businesses. It also features a special focus on the way advisors connect with their clients during today's social media revolution.
A study of mass affluent investors suggests how you can tailor your investment advice to help align their views of risk, reward and performance.
This piece highlights five things investors should consider about emerging markets, brought to you by Invesco experts around the globe, from equity, fixed income, and alternative asset classes.
Cadaret, Grant & Co., Inc.
This new white paper from Cadaret, Grant shares the 'X' factors that define the industry's top advisory firms.
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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