White papers and reports

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

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Investments & Wealth
Each year the Institute honors outstanding articles from the organization’s investments and wealth publications. Investments & Wealth Institute is the professional association for advanced financial professionals.
Artisan Partners
Despite tight credit spreads, Artisan Partners Credit Team believes the benign credit backdrop of strong economic momentum and low default activity should create a favorable environment for high yield investors going forward.
BNY Mellon’s Pershing
The entrance of this large professional generation with increasing access to technology, social media and emerging consumer knowledge represents an opportunity to better resonate with a diversifying talent base and marketplace.
BNY Mellon’s Pershing
BNY Mellon’s Pershing, in conjunction with Beacon Strategies, examined the factors critical to success in sophisticated and sustainable multigenerational wealth transfers, along with obvious and not-so-obvious traps for advisors to sidestep when dealing with this lucrative, yet complicated market through original research and interviews with financial and generational experts.
Fidelity
Fidelity’s study on advisor movement explores how firms can attract advisors in today’s shifting marketplace. The study helps gain better insight into the recent advisor movement trends compared to five years prior. With a clearer understanding of advisor needs, firms can position themselves to attract new talent—and keep the ones they have.
ICMA-RC
Today's environment calls for the right investment tools to navigate rising interest rates and that's where stable value funds can make a difference, based on a new research brief, Stable Value in 2018: Using the Full Tool Box to Navigate Rising Rates.
Hartford Funds
Hartford Funds helps you discover financial therapy, a process that can lead to clients who listen more and argue less.
Voya Financial
Target Date Fund Selection: More than Active vs. PassiveSelecting a TDF thus has become one of the most important decisions plan sponsors can make on behalf of participants — yet it is also one of the most difficult. Learn why glide path and asset allocation matter more than active or passive in TDFs.
Wealthvest
The quest for a comfortable retirement has never been more challenging. Individual investors and their financial advisors are seeking solutions that can help make the idea of a comfortable retirement a reality. Rethinking Retirement realities identifies the Discoveries, Misconceptions, and Opportunities outlined in our 2015 Survey Results.
Fidelity FCCS
Learn how people, data, and software connect to increase efficiencies and create more value.
Altegris
Managed futures is an investment strategy that is generally known to perform well in crisis periods, often associated with recession and falling interest rates. In this whitepaper, we look formally at how managed futures perform in rising interest rate environments relative to traditional asset classes.
Brandes Investment Partners
BAR (Bond Active Risk) is a new, holdings-based measure of risk for bond portfolios. It may help investors understand how past performance was achieved and how a portfolio is positioned.
The 2018 InvestmentNews Compensation & Staffing Study Update provides an update on key trends in recruiting, staffing structures and pay levels throughout the financial advice industry. Specifically, the report will deliver forecast for total 2018 compensation levels for more than 30 typical positions within a firm. In addition, it provides full compensation tables for positions that were added, promoted or newly hired over the last year.
This report summarizes the latest thought leadership surrounding cybersecurity, retirement income, technology and the future of advice. In addition to insight, this report provides actionable steps for advisers to incorporate into their evolving businesses.
A handful of “Elite” RIA firms continue to grow at a rate that significantly outpaces the industry at large – and many elite firms are making short- and long-term investments designed to continue to accelerate their rapid growth. Download this new study from InvestmentNews Research and BlackRock to learn more about the growth strategies of the industry’s top firms. Specifically, this study will focus on:

• How Elite RIAs are scaling their businesses to establish their brands and improve operations
• The investment management approaches Elite RIAs are taking to differentiate their firms and attract larger clients
• How top firms are using M&A to identify strategic growth opportunities
• Technology strategies for improving productivity and providing a “next generation” client experience
• The “emerging elite RIAs” and the opportunities for new business models to help ignite growth
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.

Click here to order your copy of the 2017 Adviser Technology Study. Use discount code SAVE50 to save $50 off study price.
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.

Share your research with the investment community and stand out as a thought-leader.
For more information on posting your research on our website, contact Mark Bruno at (212) 210-0116 or mbruno@investmentnews.com.

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