White papers and reports
InvestmentNews presents the latest and most targeted thought leadership for the financial industry.
September 18, 2018
Retirees care more about outcomes than rates of return. Advisors should consider income annuities as insurance products and not think of them as investments because annuities provide benefits no traditional asset classes can. Income annuities can improve retirement outcomes by providing guaranteed income that is uncorrelated with the markets and which retirees cannot outlive.
September 12, 2018
Your clients rely on your expertise for more than just to invest their money: They depend on you to help them to achieve their life goals. The OppenheimerFunds’ Financial Literacy program provides key lessons on how to accumulate, protect, and distribute wealth.
September 11, 2018
Advisory firms are growing at their fastest rates in years – and many firms are predicting significant increases in their technology spending to drive future growth. The research paper analyzes the current and future technology investments of advisory firms, as well as broker-dealers, to identify how technology is re-shaping the overall advice industry. Specifically, this paper provides actionable insights into the strategies that are expected to accelerate growth, improve workflows and enhance the client experience. In addition, it offers an exclusive look at the technology plans of those advisory firms that are making the most substantial commitments to technology.
September 10, 2018
Advances in cloud-based solutions, web-based open APIs, data analytics and more have rearranged the tech landscape for advisors and changed the expectations of clients. If your software hasn’t changed with the times, then you’re at risk of being left behind.
September 10, 2018
Learn how fractional support resources are changing investment advice delivery models.
August 31, 2018
How Do Consumers Respond When Default Options Push the Envelope?
August 23, 2018
The one simple reason financial professionals should pay attention to rising interest rates. Take a deeper dive to find out why it matters to you and your clients.
August 20, 2018
Each year the Institute honors outstanding articles from the organization’s investments and wealth publications. Investments & Wealth Institute is the professional association for advanced financial professionals.
August 16, 2018
Despite tight credit spreads, Artisan Partners Credit Team believes the benign credit backdrop of strong economic momentum and low default activity should create a favorable environment for high yield investors going forward.
August 14, 2018
The entrance of this large professional generation with increasing access to technology, social media and emerging consumer knowledge represents an opportunity to better resonate with a diversifying talent base and marketplace.
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