White papers and reports
InvestmentNews presents the latest and most targeted thought leadership for the financial industry.
November 16, 2017
Advisors need to embrace the technology necessary to effectively engage the millennial clients set to be on the receiving end of the greatest wealth transfer in history. Here are four tech practices you can use now to transform your business and connect meaningfully with not only millennials, but clients of all ages.
November 15, 2017
USCF's latest guide neatly organizes ETPs linked to commodities. Why does it matter? Because a diversified portfolio isn't "diversified" if it lacks exposure to one of the world's most important asset classes - commodities.
November 10, 2017
According to recent press, municipal investors are at the mercy of “dotard” fund managers with limited market knowledge. Duane McAllister, Baird Advisors Senior Portfolio Manager, takes on these generalizations in a recent white paper. Read on for a dotard’s defense of the diversity and benefits of investing in municipal bonds.
November 09, 2017
Women have a powerful impact on family wealth and the transfer of assets to the next generation. This report, the first of four in our wealth transfer series, looks at how women build, preserve and pass on their family legacy.
November 09, 2017
Independent and objective advice for the investing client is best delivered by independent advisors and broker-dealers with well-designed succession plans. Click here to learn more about why your independence is not for sale.
November 09, 2017
Download our complimentary white paper to find out why the time is right to break away. The biggest advantages wirehouses once held over independent firms—technology and advertising—are gone. And with those same wirehouses cutting costs and reducing compensation, there’s no better time to make the move to the independent channel.
November 08, 2017
Learn how today’s wealth management industry is transforming. Sustaining and enhancing the client engagement process has become an even more critical piece of a firm’s vitality and bottom line. Advisors have to establish and nurture strong client relationships, while maintaining active communication, building trust, and showing how they add value to clients’ financial lives.
November 07, 2017
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
November 06, 2017
It’s imperative to articulate your value proposition at every opportunity. Clients expect quality service and performance, yet they truly desire that advisors personally relate to their needs. Learn more by downloading our white paper, From Prospect to Pipeline: Building Strong Relationships, today.
November 01, 2017
Many investors favor domestic investments, missing out on what can be found beyond U.S. borders.
In this white paper, Nationwide® breaks down the factors affecting the global business cycles, examines where we are in the current cycle, and identifies potential opportunities in global markets.
Register now to download.
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