White papers and reports

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

For many advisers, an important source of growth of assets under management for their firms could be the children and grandchildren of their existing clients. Financial vehicles that transfer wealth across generations could be a place to start the discussion.
Investment Management Consultants Association
The top articles from the 2014 issues of the Investment Management Consultants Association® (IMCA®) Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known for providing. Articles focus on what makes a highly successful advisor, active versus passive for the taxable investor, and behavioral finance. Holding true to IMCA's reputation as the provider of advanced financial education, these articles are a sample of the content found in IMCA's Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) credentials, conferences, membership, and publications.
With a combined market capitalization of $2 trillion, the Association of Southeast Asian Nations (ASEAN) markets present a compelling investment case for investors seeking growth.
Low interest rates are likely to hang over the investment landscape for some time to come, with the U.S. economy expected to grow more slowly than it historically has amid low inflationary pressures.
Charles Schwab
When you become a Registered Investment Advisor (RIA), you control your business and can serve clients the way you want. From branding to pricing, you're in charge of key decisions. But with this freedom come additional legal and regulatory responsibilities. The choices you make during your transition will impact your business far into the future. Making thoughtful decisions around partnerships, structure, and insurance is vital to your business's long-term prosperity. This report will help you weigh the legal and regulatory considerations associated with becoming an RIA.
Janus Capital Group
Janus Fixed Income CIO Gibson Smith reflects on why he believes consistency beats the long shot, in sports and in investing.
Cambridge Investment Research
Independent and objective advice for the investing client is best delivered by independent advisors and broker-dealers with well-designed succession plans. Click here to learn more about why your independence is not for sale.
October's global equity volatility is likely to be followed by strengthening equity prices heading into year-end.
Investment Management Consultants Association
These articles from the Investments & Wealth Monitor focus on what's ahead for the new normal, investment management in the new normal, and a forward-looking approach to international equity risk allocation. Holding true to the Investment Management Consultants Association® (IMCA®) reputation as the provider of advanced financial education, these articles are a sample of the content found in IMCA's Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) credentials, conferences, membership, and publications.
Advisors Ahead
As you transition from student to professional, we want you to be ready to successfully present yourself and your abilities so you can attain your preferred opportunity. The interview is a critical first impression and will determine your continuing on a path towards an offer! From the first few moments, the interviewer will be imagining you in their company.will you look and feel like a part of their team, do you have the ability to learn and develop your skills, and will you add value and make an impact to their efforts?
T. Rowe Price
The bond markets have provided better-than-expected results this year as interest rates have fallen, but with fewer opportunities among sectors, investors should lookfor more modest returns in coming months.
Principal Management Corporation
This white paper, sponsored by Principal Funds, helps educate your clients on the potential benefits of using liquid alternatives in their portfolios. Included in the paper are definitions of common alternative strategies and an overview of different market environments in which each strategy is expected to perform.
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.