Displaying 39 results
Best Places to Work 2021: Top firms outpace peers on diversity
Most of the winning workplaces have implemented policies to actively hire and retain a more diverse staff.
Best Places to Work 2021: How top firms stood out in a year of change
This year’s results show how the industry’s top employers are shining even as, in many cases, their workplaces have become a constellation of home offices.
Firms with minority managers more likely to have diverse clients
A survey of advisers found that those at firms with racial and ethnic minorities employed in management roles were more likely to say that their firms were inclusive and that they were comfortable broaching diversity issues with senior leaders.
Advisers predict only partial return to normal in 2021
Advisers have been largely optimistic about stock indexes since markets began their initial rebound from the COVID-19 shock, but the gap between their expectations for equities and the overall economy has narrowed.
3 hires that help RIA firms enter the elite
The 2020 Elite RIA Study sheds light on the staff structures that allow top firms to be more productive
Work-life balance is harder for women in the pandemic
According to a new InvestmentNews Research survey, women were twice as likely to be working longer hours than a year ago
Firms becoming more strategic in outsourcing decisions, study finds
Advisers no longer view using outside managers as an 'all-or-nothing' proposition
ESG, active management poised to gain amid uncertainty
A survey of advisers' expectations for the next 12 months shows the only consensus is that there's a rocky road ahead
Benchmark your firm’s performance before Friday, June 12
All adviser participants receive a complimentary copy of the study and access to the Adviser Research Dashboard
Best Places to Work: Five HR policies that help top firms stand out
Salary and benefits are important, but the Best Places to Work gain their edge by fostering work-life balance
By the numbers: Digital currencies, BDCs
How far did digital currencies fall in March? Why do advisers need to keep an eye on non-traded BDCs in client portfolios? InvestmentNews Chief Content Officer George Moriarty examines each of these.
Advisers are slow to act on alternative investments
Impediments to tapping alternative markets include client concerns about fees and liquidity
Experience pays dividends in wealth management deals
Research shows repeat deal-makers have had more success in a surging M&A market
By the Numbers: Fund Flows
The market for passive funds is on a tear, but is that the only market being impacted by the low-cost investing push? Will advisers continue to favor ETFs this year? InvestmentNews' George Moriarty looks at both
Many advisers may misunderstand investors’ ESG motives
Socially conscious investors have broader considerations and more conventional expectations than advisers give them credit for
Client longevity is advisers’ top retirement planning concern
But clients may be underestimating the possibility of longer lifespans when they're planning for retirement.
Advisers, you’re invited to take part in our 2018 Adviser Compensation, Profitability Survey
Those who take the survey will get a free copy of the benchmarking study as well as other perks.
Independent broker-dealer revenue on the decline
Firms participating in Investment News' annual IBD survey posted their first average year-over-year drop in revenue since the 2008 credit crisis
To elbow two aside, Fitch IBCA tries harder: Three’s a crowd for bond ratings
When the Chicago Park District has sold bonds lately, it has employed two companies to rate the debt for investment safety.
