White papers and reports
InvestmentNews presents the latest and most targeted thought leadership for the financial industry.
The needs of today’s clients are increasingly complex, which means their expectations for your services are heightened as well. By positioning yourself as a wealth planner and fiduciary, you can set yourself up to be your client’s trusted advisor for life.
The time is now for advisors to harness technology. Fidelity believes that firms that successfully merge human and machine will unlock growth and outpace their peers to better position themselves for the future. Get insights
Digital advice can help firms who are seeking an engaging, efficient, and scalable way to serve smaller accounts and high-potential clients that can grow assets over time, or increase advisor productivity. Get insights
Fidelity research reveals the five steps firms may want to consider to help their firm move to a more paperless experience. Get insights
A Case Study in Harnessing Tamarac’s Software to Facilitate Long-Term, Scalable Practice Growth
When interest rates rise, bonds lose money. Short- term bond funds may help reduce interest rate risk, but they still have interest rate risk. ProShares Interest Rate Hedged Bond ETFs target zero interest rate risk. Learn what interest rate risk can cost you.
How can investment advisory and management firms benefit from Big Data? Learn more about two key drivers currently shaping the evolution of successful financial planning: data aggregation and data analytics.
New York Life
Three reasons fiduciary liability insurance makes sense. There can be no rest on the assumption that standard plan sponsor insurance policies will cover any fiduciary breach claims, because in fact these claims aren’t covered. Fiduciary liability insurance addresses a significant blind spot that plan sponsors will want to hear more about—and eliminate. Learn more about how.
With a population of around 85 million and spending power that exceeds $1.5 trillion, it’s best to take some time to understand how they think and how they make decisions because they are unique in many ways.
The results of the 2016 RIA Benchmarking Study from Charles Schwab delivered a clear message: Registered Investment Advisors (RIAs) have risen to the challenges that growth and competition bring, and they continue to adapt.
Taking the time to create a succession plan allows you to exit your business on your terms. This guide walks you through the process to maximize the value for your practice.
China faces a challenge: balancing short-term stability with long-term sustainability in an economically viable way. To avoid stagnation, it needs strong structural reform. But too much top-down interference could impede growth. Learn which Chinese factors may have an impact on the global economy and financial markets.
A blueprint for the industry, this benchmarking study provides actionable takeaways and the latest solutions to help advisers drive profitability, efficiency and growth for their firms.
This comprehensive research tool to will shed insight onto what other advisers are doing to optimize their technology investments and operations and help you better your business.
This report summarizes the latest thought leadership surrounding cybersecurity, regulation, mentoring, compensation and the growing demand for comprehensive wealth management. In addition to insight, this report provides actionable steps for advisers to incorporate into their evolving businesses.
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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