White papers and reports
InvestmentNews presents the latest and most targeted thought leadership for the financial industry.
August 10, 2017
Review the history of modern portfolio theory (MPT), challenge some of MPTís basic tenets with a case for goals-oriented portfolio construction, and learn how investors are better off with a risk-based asset allocation. IMCAģ is the professional association for advanced investment professionals.
August 08, 2017
In this white paper, we continue to examine the changing role of the advisor ó and the changing nature of ďadviceĒ itself ó in todayís new world. We suggest how you can validate your worth as an intermediary as never before, even in this rapidly changing, high-tech world, by doing what technology canít: cultivating client well-being.
August 07, 2017
The financial advice business is undergoing a transformation. This white paper will identify the forces that are making financial planning the core of the advisory business, and illustrate how financial planning software has penetrated the advisory business and why advisors believe it is important using findings from the InvestmentNews 2017 Technology Study.
August 01, 2017
The SEC and FINRA recognize social mediaís growing role in firmsí marketing and communications strategies, and have provided guidance on extending compliance programs to this dynamic channel.
This guide contains practical steps that will help you develop a social media strategy and policy that meets regulatory requirements for record keeping and supervision while gaining business value.
August 01, 2017
Greg Tournant, lead portfolio manager of AllianzGI Structured Return Fund, explains why he believes equity-index options are a smart way to fine-tune portfolios, boost diversification and guard against market crashes.
July 26, 2017
The new mandate is clear, if you sell it, you have to cover it. New products such as Annuities are being added to Research Departmentís scope of responsibilities. But Research Heads are finding they donít fit into existing processes. This article will tackle the Annuity Due Diligence issue.
July 24, 2017
The RIA model has been growing in prominence for years. And now itís having a moment. Forces are converging not only to shine a spotlight on the benefits of independence but to fundamentally transform the financial advising industry. Find out what this means for financial advisors today.
July 24, 2017
Until now, much of the growth in environmental, social and governance (ESG) investing has been concentrated among large institutional investors. But the number of financial advisors considering ESG investment products is starting to grow. We believe the mainstream investor marketplace is eager for products with an integrated approach to ESG.
July 17, 2017
Slow growth? Inflation? Volatility? If you think the writing is on the wall, Direxion offers a range of inverse and leveraged inverse ETFs. So you can seek to tactically hedge your investments or position your portfolio for downturns.
July 14, 2017
Wondering if you've missed the opportunity to establish or build exposure to the asset class? It appears the cycle tailwinds lifting developing country stocks have just begun.
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