Our industry intel. Our audience.
Your story. Your stage.

The InvestmentNews Content Strategy Studio is a marketing and custom content division of InvestmentNews. We work directly with our partners to develop diverse, meaningful and strategic content-based programs that will engage the InvestmentNews audience – and provide our clients with insights and direct access to the largest captive audience of financial advisers on the web.

Through a range of print and digital publishing platforms, our Content Strategy Studio can help you and your firm establish your voice and amplify your position as an industry thought leader. With these content-based programs, our Content Strategy Studio will also directly provide you and your firm with qualified lead generation and direct follow-up opportunities with the industry’s most highly engaged financial advisers.

The InvestmentNews Content Strategy Studio is extension of your marketing and communications teams. Let us help you tell your story the right way – and to the right audience.

Let’s start the discussion.


  • Webcasts


    Work directly with InvestmentNews to develop a webcast topic that will engage and inform hundreds of financial advisers – and position your firm’s executives as thought leaders and subject matter experts on a live, interactive audio or video webcast.

  • Video


    The InvestmentNews Content Strategy Studio can provide video production, editing and distribution across a wide range of projects. The CSS can provide custom coverage of conferences, industry events and internal gatherings, in addition to creating case studies and testimonials.

  • White papers

    White papers

    Align your firm with some of the most thought-provoking and impactful issues facing financial advisers. The Content Strategy Studio can help you identify the most popular topics with financial advisers and identify strategies for delivering a co-branded or private-labelled report directly to their offices desks and inboxes.

    For more information, click here.

  • Market research

    Market research

    The Content Strategy Studio can work with you and your firm to develop a deliver custom surveys that are sent directly to financial advisers and individual investors by IN. The content strategy studio is also experienced at providing analysis of our adviser and investors surveys, leveraging the IN Research team and years of expertise. In addition, the Content Strategy Studio can develop presentations, reports and full-length research papers that your firm can own, or co-brand with IN.

  • Sponsored content/content distribution

    Sponsored content/content distribution

    The Content Strategy Studio can provide industry thought leaders with the ability to have existing content optimally positioned and distributed directly to the InvestmentNews audience. We can develop a high-impact, strategic content marketing campaign that will ensure you hit your target market – and deliver your story to the industry’s top advisers.

  • Print Supplements

    Print Supplements

    Partner with the Content Strategy Studio to create a sponsored supplement on a host of topics throughout the year. Each supplement is written by our top subject matter experts and designed to provide our readers with additional insight into a topic of choice.

  • Events


    Showcase your firm’s expertise in a live or virtual event and raise the profile both your firm and your thought leaders. The Content Strategy Study can offer comprehensive event planning and production – including programming, marketing and promotions – to make your event a success.



2017 Elite RIA Study: A handful of “Elite” RIA firms continue to grow at a rate that significantly outpaces the industry at large – and many elite firms are making short- and long-term investments designed to continue to accelerate their rapid growth. Download this new study from InvestmentNews Research and BlackRock to learn more about the growth strategies of the industry’s top firms.


Alternatives in the mainstream: This new research paper from InvestmentNews Research and Blackstone specifically provides advisers with insights into how advisers can leverage alternative investments to improve clients' portfolios - and ultimately grow their business. Based on an exclusive survey, this piece also sheds light on the most frequently used alternative investment vehicles and how advisers are aligning these strategies with specific goals and outcomes.


The Rise of ESG Investing: As clients continue to assign importance to investments that meet certain environmental, social or governance standards, financial advisers will need to help their clients navigate through an expanding set of ESG considerations and strategies. This new research paper offers an outlook for ESG investing and addresses the primary drivers, motivators and educational needs that are re-shaping adviser-client conversations.


IN Content Strategy Studio brings readers highlights from Schwab IMPACT® 2014. This year's conference, held in the Mile High City of Denver, brought together over 5,300 advisers, record keepers, and industry professionals from across the country to network with peers and industry influencers, keep current on industry trends and gather new insights to help drive their businesses forward. Download the 2014 Schwab IMPACT® supplement.

Laserfiche & TD Ameritrade

The 2017 Adviser Technology Study: A technology blueprint for the industry, with actionable takeaways and the latest solutions to help advisers drive profitability, efficiency and growth for their firms.

Legg Mason

The Economics of Change: This custom research survey and study focuses on the short- and long-term economic impacts of the DOL fiduciary rule, specifically how the ruling will re-shape the delivery of advice and the “business of the business.”


The Planning Gap: New research from InvestmentNews and Nationwide® highlights the differences in investors' and advisers' perceptions of retirement income needs. This study, which compares results from both an investor survey and an adviser survey, focuses on several core retirement issues and also offers actionable steps for advisers looking to deepen conversations with clients and prospects about retirement and retirement income planning.


Digital DNA: This research provides financial advisers and the wealth management industry with actionable intelligence and an improved understanding of investors’ overall financial and digital needs and demands. With information from thousands of investors and advisers, this paper illustrates how advisers can use digital to connect, communicate, and customize services for current and future clients.


The 2017 Adviser Compensation & Staffing Study: Comprehensive compensation, firms structure and benchmarking data on roughly 30 different positions and multiple firm types and business models.

State Street Global Advisors

Women in advice: Inspiring the next generation of financial advisers: 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. Download the white paper.

These solutions are just the beginning.
Let’s start the discussion.

For more information contact your regional sales manager or Mark Bruno, Associate Publisher at 212.210.0116 or mbruno@investmentnews.com.


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