White papers and reports
InvestmentNews presents the latest and most targeted thought leadership for the financial industry.
January 18, 2018
Advisors get it, but do their clients? Even though most advisors tell us they’re familiar with fee levelization, they don’t have the same confidence in their clients’ understanding.
January 11, 2018
Moving into 2018, the global earnings recovery appears well-entrenched, and key central banks are turning only gradually toward monetary tightening. However, financial assets are fully valued in most regions. Meanwhile, innovation continues to disrupt markets. Skilled security selection is likely to be the key to good performance, in our view.
January 09, 2018
Global growth has outpaced expectations, creating a positive risk-taking environment. Find out what this could mean for portfolios in 2018.
January 09, 2018
As 2017 comes to a close, Brad McMillan, Commonwealth’s chief investment officer, takes a look at where we stand, highlights what to keep an eye on, and projects where things are headed in 2018.
January 09, 2018
Advisory firms rethinking their approach to consumer-centric digital solutions will want to gravitate toward highly-engaging tools that meet the demands of different client segments. A successful transition includes eight steps that comprise a path toward embracing digital.
January 04, 2018
In this white paper, LPL Financial explores best practices for expanding your online presence through your website, social media, email marketing, and educational opportunities. Additionally, you’ll find ways to build your business by reframing your value conversation and enhancing the client experience.
January 03, 2018
Many financial advisers have clients whose goals that are more aggressive than the resources available. While these individuals expect to fund their plan or boost their retirement cash flow by paying off their mortgage, the reality is that many who intended to be mortgage payment-free in retirement are not. To solve for today’s retirement needs, many advisors are turning to an often-overlooked asset – home equity – to help.
Download the Longbridge research paper “The 5 Things Advisors Need to Know About HECM Strategies” to learn how home equity could fit into your client’s retirement plans.
December 22, 2017
Why do alternative investments matter to wealth managers and their clients? PwC predicts that global alternative assets will increase to $15.3 trillion by 2020. Given this growth, independent advisors might wish to understand the unique opportunities that alternative investments represent to advance their practices and maximize their clients’ interests.
December 20, 2017
The face of wealth is changing as money accumulates and shifts to Millennials. This report provides insights on Gen X/Y millionaires including: why they are at a tipping point for advice, what the future of wealth looks like, and what they value in an advisor.
December 19, 2017
While the industry recognizes that advisers must be drawn from a larger, more diverse pool, thus far it has done little to hold itself accountable for change. To effect change and address the lack of diversity, male and female leaders will have to acknowledge and address the problem of gender bias, the leaky pipeline for women’s career advancement, and the need to attract more women to the profession. This new State Street Global Advisors and InvestmentNews research paper identifies calls to action that can help firms implement sustainable change and facilitate inclusivity.
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