White papers and reports

InvestmentNews presents the latest and most targeted thought leadership for the financial industry.

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Prudential
With the return of market volatility after a decade of strong equity returns, understanding fiduciary responsibilities and maintaining a prudent process around target date fund evaluation and selection has never been more important.
Fiserv
Wealth management firms are racing to improve the client experience, optimize their business processes and costs, and better manage business and compliance risks. Robotic process automation (RPA) can help, by automating repetitive tasks and redeploying human capital to high value-add activities.
Investments & Wealth Institute
The financial services industry is gearing up for a massive shift in investment trends. With the possible transfer of $68 trillion over the next 25 years, now’s the time to understand the drive behind the next-generation’s investing philosophies. Learn more about the money mentality of millennials and how it affects your practice in this whitepaper.
Cohen + Steers
For fiduciaries looking to enhance diversification in defined contribution plans, we believe REITs can be a simple and effective addition to investment lineups, offering a long track record of benefiting investors and characteristics that may be well suited to the needs of DC plans.
T. Rowe Price
A more cautious approach by the Federal Reserve and continued strength in the U.S. economy are supportive of near-term equities and fixed income investment opportunities, but longer term, an increasing number of companies and industries face secular risk from disruptive forces that could impede earnings growth and impact stock valuations.
Cetera Financial Group
You’ve built a successful practice based on appealing to a wide spectrum of clients. But what if you could maximize your growth and increase your chances of gaining more clients by narrowing your focus?
T. Rowe Price
It is likely that the current era of populism is here to stay, bringing policies that directly challenge central bank independence, corporate governance, and property rights. Typically, these policies have resulted in negative economic outcomes such as unsustainable fiscal deficits and high inflation, eventually leading to slower capital formation.
T. Rowe Price
Major central banks have put the brakes on their quantitative tightening efforts. This marks a sharp turnaround from 2018, when central banks hiked interest rates and made significant steps to shrink bloated balance sheets. This shift to a more cautious stance offers fresh hope for investors, especially if it leads to a new supply of liquidity.
T. Rowe Price and InvestmentNews Research
While academics and investment professionals assess market risk in statistical terms, many investors tend be more emotional. What do investors really think about risk, investing, styles and products? Discover the results from this critical research.
T. Rowe Price
We seek to identify the long-term, secular forces at work in the markets as opposed to the short-term, cyclical swings that may lead to profits or losses in a given quarter. Powerful trends at work in the tech sector include the growth of media platforms, the rise of artificial intelligence, and the digitization of the enterprise. .. 
Cetera Financial Group
No one likes to miss out on an opportunity. Even the fear of missing out (FOMO) can be enough to send a wash of adrenaline over normally calm nerves.But clients across the country could be missing out on 4 services that, reported by Cerulli, are the least commonly addressed planning topics between advisors and their clients.
March 18, 2019
Lincoln Financial Network
Download our exclusive client-ready financial literacy guide to ensure your clients' families are prepared for the future.
The 2019 InvestmentNews Adviser Technology Study provides a blueprint for the industry, with actionable takeaways and the latest solutions to help advisers drive profitability, efficiency and growth for their firms. This comprehensive research tool to will shed insight onto what other advisers are doing to optimize their technology investments and operations.

Click here to order your copy of the 2019 Adviser Technology study
Written and produced by the InvestmentNews Content Strategy Studio, this special supplement features interviews with the top portfolio managers of the winning funds and fund families. This supplement includes listings of the award winners and their details, as well as a background on the criteria for the Lipper awards.
This report summarizes the latest thought leadership surrounding cybersecurity, technology and the future of advice. In addition to insight, this report provides actionable steps for advisers to incorporate into their evolving businesses.
The 2018 InvestmentNews Pricing & Profitability Study is the industry’s only research report that details how independent advisory firms are adding assets, generating revenue – and ultimately boosting their bottom line. It is the premier benchmarking report for forward-thinking advisers who are looking to make informed decisions about the future growth of their businesses. The Pricing and Profitability Study, formerly the Financial Performance Study, is designed for firm leaders who are looking to understand how their firm’s business results compare to other leading advisory firms. It provides detailed breakdowns on the key financial drivers – revenues and costs – of growth, while also presenting the extensive benchmarking data.

Click here to order your copy of the 2018 Study of Pricing and Profitability.
The InvestmentNews Compensation & Staffing Study 2018 Update provides an update on key trends in recruiting, staffing structures and pay levels throughout the financial advice industry. Specifically, the report will deliver forecast for total 2018 compensation levels for more than 30 typical positions within a firm. In addition, it provides full compensation tables for positions that were added, promoted or newly hired over the last year.

Click here to order your copy of the 2018 Compensation & Staffing Study.
This report summarizes the latest thought leadership surrounding cybersecurity, retirement income, technology and the future of advice. In addition to insight, this report provides actionable steps for advisers to incorporate into their evolving businesses.
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. Specifically, this study will focus on:

• How Elite RIAs are scaling their businesses to establish their brands and improve operations
• The investment management approaches Elite RIAs are taking to differentiate their firms and attract larger clients
• How top firms are using M&A to identify strategic growth opportunities
• Technology strategies for improving productivity and providing a “next generation” client experience
• The “emerging elite RIAs” and the opportunities for new business models to help ignite growth
A blueprint for the industry, this benchmarking study provides actionable takeaways and the latest solutions to help advisers drive profitability, efficiency and growth for their firms.

This comprehensive research tool to will shed insight onto what other advisers are doing to optimize their technology investments and operations and help you better your business.

Click here to order your copy of the 2017 Adviser Technology Study. Use discount code SAVE50 to save $50 off study price.
This report summarizes the latest thought leadership surrounding cybersecurity, regulation, mentoring, compensation and the growing demand for comprehensive wealth management. In addition to insight, this report provides actionable steps for advisers to incorporate into their evolving businesses.
Is your firm paying competitive compensation and employee benefits? Find out now by ordering the 2013 Compensation & Staffing Study, which highlights comprehensive compensation benchmarking data on 24 advisory firm job positions and outline current trends in owner compensation.
Our bi-annual study on the financial performance of advisory firms provides industry benchmarks on advisory firm financials including common-sized income statements, balance sheet and key performance ratios.
The industry's first-ever succession planning study offers key strategies for increasing the transferability & value of your business, while also highlight financing and valuation options.

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