White Papers
InvestmentNews presents the latest and most targeted thought leadership for the financial industry.
May 20, 2013
Disruptive innovation
Three proposals that may change your retirement business, according to a new white paper from Invesco.
May 17, 2013
Empowered by technology
Real business solutions offer efficiency and simplicity, not headaches, according to this new white paper from United Planners.
May 17, 2013
The 5% problem
Double jeopardy for traditional bond investors; a new white paper from Forward Funds.
May 16, 2013
Financial Advisers and Social Media
This whitepaper discusses the wide implementation of social media by financial advisers, and offers suggestions on how an adviser should break into the ever-changing social media landscape with an eye towards growing their client base and reach.
May 16, 2013
The Fiscal Cliff Deal: Big Win for Dividend Investors
White paper on the fiscal cliff deal, discussing how dividend-paying stocks could be a focus for investors
for years to come. Also how keeping the tax rate on dividends steady for most investors turned the cliff into a launching pad for investments in dividend-paying companies.
May 16, 2013
How Digital Document Management Solutions Support Compliance
This paper discusses the strategic benefits of implementing a digital document management solution. Topics include increasing information security, streamlining compliance with SEC retention guidelines and reducing the costs of document storage and retrieval, among others.
May 14, 2013
Social Media and Advisors: Leveraging Online Communications Channels While Protecting Your Firm
Whitepaper discussing the use of social media in the financial services industry, its benefits and risks, and steps to consider for incorporating social media into a broker-dealer and advisory business.
May 06, 2013
Uniform Fiduciary Standard: Impact on Consumers, Brokers, and Investment Advisors
There has been much debate over the fiduciary standard and its impact on consumers, broker-dealers, and investment advisors, especially since the confidence-shaking events of 2008.
April 30, 2013
Finding the Right Place for Your Professional Future: Four Key Considerations
Whether you are thinking of going independent, changing broker-dealers or just want to confirm your
current business platform is right for you, there are four critical areas to analyze. The Advisor Center outlines the top considerations in their new whitepaper.
April 30, 2013
Utilizing liquid alternatives in portfolio construction
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.
200 items found.
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