White papers and reports

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

New investor attitudes toward risk call for new approaches - and new thinking - by advisers.
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.
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.
Several types of alternative strategies have historically demonstrated some form of hedging against the negative effects of inflation.
Trust Company of America
No one likes major change. Like many RIAs, even once you've decided to switch custodians, you probably worry about how many changes that will bring. However, if you choose your custodian carefully and apply the advice we've compiled in this report, it should be a quick and painless experience.
Artisan Partners
Are there still compelling opportunities to be found in the non-investment grade credit space? We, the Artisan Partners Credit Team, respond with a resounding "yes."
Lincoln Financial Group
Progress isn't always defined by some grand intellectual breakthrough. Frequently it arises out of the simple act of connecting the dots of existing knowledge in novel ways.
In today's changing fixed income environment, Dreyfus believes that individual security selection within a flexible, opportunistic approach will be more important than just sector rotation.
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.