White Papers

white paper

« Back to White Papers

Advice Alpha: Re-defining value — and success — for an advice-centric era

By InvestmentNews Research/Cetera Financial Group® | 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.

download image

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 mbruno@investmentnews.com.

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 customerservice@investmentnews.com or, if you are a print subscriber, please call 1-877-812-1589.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.