White papers and reports

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

March 24, 2017
From the transition to DC plans and rising healthcare costs to pressure on Social Security and Medicare, Americans face a host of retirement challenges. This report captures timely insights from plan sponsors, consultants and advisors—and uncovers the challenges and pathways to better retirement outcomes.
These articles from IMCA’s Investments & Wealth Monitor focus on working with next gen clients including preparing rising generations to sustain family wealth, the impending wealth transfer, and connecting to next gen clients through philanthropy. IMCA® is the professional association for advanced investment professionals.
This paper explores how leading RIAs have leveraged document management to simplify regulatory compliance, improve profitability and limit exposure to civil and criminal liability—all while accelerating business processes and making staff more efficient.
Denver Investments
At times during history, shifts in risk appetite and accompanying sudden change in valuations throughout the high-yield market cause a differentiation of returns across rating categories, favoring higher-rated, high-yield securities. A focus on BB-rated credits has historically provided investors with an attractive risk/return profile, including significantly less volatility than the rest of the high-yield market.
InvestmentNews Research, Blackstone
This new research paper from InvestmentNews Research and Blackstone specifically provides advisers with insights into how advisers can leverage alternative investments to improve clients’ portfolios – and ultimately grow their business. Based on an exclusive survey, this piece also sheds light on the most frequently used alternative investment vehicles and how advisers are aligning these strategies with specific goals and outcomes.
Orchestrate LLC
Download this guide to learn how Salesforce can help your firm track tasks between employees with ease and illustrate why Salesforce can be a great foundation for your technology services. You'll also see how apps like Process Composer and Mix can work with your Salesforce CRM to help you manage automated workflows with simplicity.
March 10, 2017
Erin Botsford
How to Build a Financial Services Business that Grows Itself
Rather than cut exposure to hedging strategies, diversification and risk mitigation may well be more important today for appropriate portfolio allocation than they have been for some time.
Discover why 2016’s widespread market predictions were incorrect, how the global economy is shifting toward positive stabilization, and what Vanguard expects from portfolio returns in the next few years.
Securities America
Whatever the reason for hiring an associate advisor – whether to support your fast growing practice or to help you slow down – it is not a decision to be made hastily. This guide will help you determine if hiring an associate advisor is the right decision for you.
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.
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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For more information on posting your research on our website, contact Mary Meagher at (212) 210-0115 or mmeagher@investmentnews.com.

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