White papers and reports

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

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Advent Software, Inc.
Financial planning, risk alignment, and wealth reporting. All in one. Read how advisors today who invest in technology realize 45% higher incremental profitability than other advisors.
Northern Trust - FlexShares
In the wake of the U.S. Presidential election, some investors may be concerned that growth in inflation may accompany U.S. economic growth. A new white paper examines three strategies - Treasury Inflation Protected Securities, natural resources, and infrastructure investments - that seek to hedge inflation, as well as the investor objectives typically aligned with each.
February 23, 2017
The Investment Center Inc.
Discover what is possible when the focus of an award winning company is on you. Choosing the right broker-dealer is possibly one of the most important business decisions you will ever make. Learn how partnering with The Investment Center will provide you with an outstanding level of service, a wide-range of product solutions, and innovative marketing support.
Orion
This white paper will help you think through your response to embracing DOL changes with a detailed review of the new requirements, while also offering an independent technology vision for building a sustainable and flexible fiduciary infrastructure.
Albridge Solutions
A quarterly performance reporting solution to show detailed information for multiple investment options including separately managed accounts.
Securities America
Super Branches or Super OSJs offer a time-tested yet often overlooked approach to independence that is particularly suited to the new business environment. This white paper provides information about aspects of the Super Branch model that present compelling business-building opportunities for entrepreneurially minded managers and career opportunities for advisors.
February 07, 2017
Securities America
Financial advisors are on the front lines of recognizing issues facing older Americans. Your relationships with your clients are the best offense in assisting them with finding the helpthey need should their mental acuity begin to deteriorate. You can also help them avoid severe financial loss should they become a target of financial abuse.
Guggenheim Investments
Asset-backed securities (ABS)—also called securitized products or structured credit—finance pools of familiar asset types, such as auto loans, aircraft leases, credit card receivables, mortgages, and business loans. The new edition of The ABCs of ABS from Guggenheim Investments answers fundamental questions about ABS and other forms of structured credit.
Baird
Amidst changes in U.S. and global growth expectations, shifting central bank policies and continuing political surprises at home and abroad, what should bond investors expect from the markets? Baird Funds Senior Portfolio Manager, Warren Pierson, shares his perspective.
Morningstar
There are a range of investing approaches that all fall under the sustainability umbrella. We took a look at what the differences are, and what each approach sets out to accomplish. Download Morningstar’s new paper today to learn more about the nuances of the sustainable investing landscape.
January 31, 2017
Securities America
Changing broker-dealers is an exciting event in the growth of your practice. It’s time to get focused on transitioning clients and growing your business at the same time. Visionary advisors see the transition as a way to strengthen client relationships and increase wallet share by putting the focus on the client.
Pacific Life
Investing for the long term is not a new concept, yet an increasingly large body of research suggests that investors are prone to short-term thinking. Although behavioral finance has identified the importance of taking emotion out of investing, for many this is easier said than done. While behavioral modifications can help, we believe that a risk-controlled investment approach can help limit rash decisions, while keeping investors focused on the long term.
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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