American Century Investments, MassMutual and InvestmentNews

2019 Retirement Plan Adviser Special Report

The retirement plan market is a growing opportunity for financial advisers, but the needs of plan sponsors are changing. Download this supplement to learn how RPAs are confronting the most pressing issues facing both their clients and their own businesses.

September 16, 2019

InvestmentNews Research, Calvert Research and Management

Opportunity Knocks: How advisers can capitalize on growing ESG interest

In 2019, ESG values have spread across generations and wealth groups. Advisers could do more strategically to capitalize on growing interest, however. This new research paper offers data and insights to help advisers harness the ESG opportunity. Among other topics, the research explores investor intentions and motivations around ESG investing, and competitive analysis of the degree to which advisory firms are pivoting their business toward ESG investors.

June 26, 2019

Voya Financial Advisors and InvestmentNews

Diversify or die: Key strategies for wealth managers and retirement plan advisors

Venturing into new territory can be challenging for advisors — but so can sticking with a business model that is coming under increasing pressure. For retirement plan advice (RPA) and personal wealth management firms, expanding into each other's space can help better weather a market downturn as well as prosper in the face of greater competition. In "Building a Balance: Scaling your business to serve plan sponsors and wealthy clients", InvestmentNews Research shows how the similarities far outweigh the differences between these two models and provides actionable strategies to expand your business into these areas.

What you will learn in this report:

• Asset growth potential

• How to add or bolster each business organically

• Technology benefits

• Finding the support you need

May 31, 2019

T. Rowe Price and InvestmentNews Research

Informed Investing: Advisor and Investor Perspectives on Risk, Returns, and Investment Management

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.

For additional resources about Informed Investing, click here.

April 01, 2019

InvestmentNews, Cambridge Investment Research

The evolution of independence

With assets, revenues and profits increasing significantly over the last decade, many RIA firms have been presented with the opportunity to scale their businesses, rapidly transform the structure and focus of their firms – and also re-shape their strategic plans for future growth. What will drive success over the next decade in the RIA industry? A range of individual factors will contribute to growth, but this white paper describes how building a focused organization – one that understands its unique strengths, value proposition and differentiators – will be the primary driver of success. In addition, this research provides actionable steps for investing in technology, people and client needs that will help drive growth for your practice.

December 17, 2018

Cadaret, Grant & Co., Inc. and InvestmentNews

What financial advisors can learn from Amazon: Six steps for creating a better brand and client experience

Amazon and other innovative tech-based giants such as Zappos, Uber and Lyft have revolutionized the way American business thinks of customer satisfaction. For financial advisors, the success of these companies offers insights and applicable takeaways despite the differences in scale and business models. This white paper will point to six lessons from these companies’ journeys, and how those lessons can be applied to a financial advisor’s business to create a competitive advantage.

December 12, 2018

Voya Financial Advisors and InvestmentNews

The anatomy of a top-performing wealth management firm

Focusing on how technology can help advisors and their firms succeed as the wealth management business evolves, this white paper outlines how the fastest-growing and most productive advisory firms leverage technology and practice management strategies. It summarizes the key back-office and front-end tools used most by top-performing firms to improve workflows, processes and business operations. And it provides next steps for advisors and firms who want to take their business to the next level.

November 06, 2018

InvestmentNews Research, Calvert Research and Management

From upstream to mainstream: ESG at a tipping point

In 2018, socially responsible investing has reached an inflection point, gaining broader acceptance across generations and wealth groups. As investors’ ESG interest has grown, so has its relevance to an adviser’s practice. This new research paper offers data and insights into the growth of ESG interest among investors, the areas clients lean on advisers for ESG help, and how advisers may use socially responsible investing to grow their business.

October 31, 2018

Fidelity, InvestmentNews Research

Solving the Adviser Talent Shortage: Diversity & Inclusion

This new research paper focuses on the opportunities to raise awareness, improve access and facilitate the advancement of more diverse talent in the advice profession. Based on qualitative and quantitative research, the paper provides specific action steps to bring more diverse individuals into your organization – and the advice profession overall.

October 09, 2018