White papers and reports
InvestmentNews presents the latest and most targeted thought leadership for the financial industry.
March 23, 2018
Guggenheim’s Model Points to Recession in Late 2019 or 2020
March 21, 2018
Alger asked Greenwich Associates, a leading provider of market intelligence, to explore the appetite for and popularity of focused strategies. The Power of Focus: Looking for Alpha in a Sea of Beta indicates that the need for increased alpha is driving the shift toward focused strategies.
March 20, 2018
In a recent survey, advisors using Wealth Access said they convert 65% of held-away assets to AUM when they bring them onto the Intelligent Aggregation platform. Download our white paper to understand how advisors are improving the quality of their investment advice, acquiring additional assets, and how you can put Intelligent Aggregation to work.
March 19, 2018
Today’s advice and financial planning business is prospering, but the business also faces challenges in the area of financial advice itself. Many prospective clients do not understand the services that firms offer, others do not perceive value in using an adviser, and technology is powering new forms of competition and rapidly re-shaping the expectations of consumers. This research paper, drawing on findings from an InvestmentNews Research survey and insights from some of the industry’s top advisers who participated at the InvestmentNews/ Cetera Think Tank roundtable discussion, aims to provide a view of the future shape of financial advice.
March 13, 2018
Individuals may be overlooking the additional savings that will be necessary to cover health care costs in retirement.
March 12, 2018
Advancing an Industry: Action steps to accelerate the advancement of women in the financial advice industry
This executive brief, based on a series of Think Tank events and interviews, provides best practices, case studies and easy-to-implement ideas that will help accelerate the advancement of women already in the business, and introduce more women to overall financial advice industry. The paper specifically offers actionable advice for developing recruiting strategies that directly speak to women, as well as compensation plans, teaming approaches and leadership training ideas that have been successfully implemented by some of the industry’s top firms.
March 09, 2018
Check out some of the benefits of making special charitable gifts in ways other than traditional bequests through wills, trusts and other testamentary planning vehicles. There are a number of ways a client might consider “accelerating” charitable bequests.
March 09, 2018
Written and produced by the InvestmentNews Content Strategy Studio, this special supplement features interviews with the top portfolio managers of the winning funds and fund families. This supplement includes listings of the award winners and their details, as well as a background on the criteria for the Lipper awards.
February 28, 2018
This paper explores some critical strategies investment advisors can undertake now to increase the likelihood of retaining client assets, in preparation for what is expected to be the biggest generational wealth transfer in history.
February 16, 2018
These Investments & Wealth Monitor articles demonstrate the range and depth of content the Institute is known for. Investments & Wealth Institute is the professional association for advanced investments and wealth professionals.
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 firstname.lastname@example.org.
You may contact us to opt-out of the sharing of your personal information with third parties for marketing purposes at any time by sending an e-mail stating this preference and including your full name and e-mail address to email@example.com or, if you are a print subscriber, please call 1-888-288-6954.