Numbers Game

Jan 11, 2021, 5:21 PM EST

Advisers predict only partial return to normal in 2021

By Devin McGinley

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. Read full post

Dec 4, 2020, 8:17 AM EST

3 hires that help RIA firms enter the elite

3-hires-that-help-RIA-firms-enter-the-elite

By Devin McGinley

The 2020 Elite RIA Study sheds light on the staff structures that allow top firms to be more productive Read full post

Nov 27, 2020, 10:00 AM EST

Work-life balance is harder for women in the pandemic

Female-woman-advice-pay

By Devin McGinley

According to a new InvestmentNews Research survey, women were twice as likely to be working longer hours than a year ago Read full post

Nov 6, 2020, 1:42 PM EST

Firms becoming more strategic in outsourcing decisions, study finds

Firms-becoming-more-strategic-in-outsourcing-decisions

By Devin McGinley

Advisers no longer view using outside managers as an 'all-or-nothing' proposition Read full post

Jul 20, 2020, 1:08 PM EDT

ESG, active management poised to gain amid uncertainty

Man-looking-through-glasses

By Devin McGinley

A survey of advisers' expectations for the next 12 months shows the only consensus is that there's a rocky road ahead Read full post

May 26, 2020, 2:38 PM EDT

Benchmark your firm’s performance before Friday, June 12

charts-on-blackboard

By InvestmentNews

All adviser participants receive a complimentary copy of the study and access to the Adviser Research Dashboard Read full post

Apr 27, 2020, 8:17 AM EDT

Best Places to Work: Five HR policies that help top firms stand out

three-female-reps

By Devin McGinley

Salary and benefits are important, but the Best Places to Work gain their edge by fostering work-life balance Read full post

Mar 21, 2020, 5:11 PM EDT

By the numbers: Digital currencies, BDCs

By InvestmentNews

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. Read full post

Feb 25, 2020, 4:03 PM EST

Advisers are slow to act on alternative investments

jockey rides giant turtle

By Devin McGinley

Impediments to tapping alternative markets include client concerns about fees and liquidity Read full post

Feb 10, 2020, 2:17 PM EST

Experience pays dividends in wealth management deals

Experience-pays-dividends-wealth-management-deals-acquisitions

By Devin McGinley

Research shows repeat deal-makers have had more success in a surging M&A market Read full post

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