White papers and reports by InvestmentNews

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


The 2019 InvestmentNews Adviser Compensation & Staffing Study

InvestmentNews’ Adviser Compensation & Staffing Study is the longest-running and only independent benchmarking study in the financial advice industry. This research study highlights key trends in firm compensation, staffing and recruiting practices. Specifically, the report breaks down key leadership, advisory, investment and operational roles and provides detailed salary and incentive data for 25+ positions at a typical advisory firm.

Click here to order your copy of the 2019 Compensation & Staffing Study

September 10, 2019

InvestmentNews Content Strategy Studio

2019 Fixed Income Special Report

Written and produced by the InvestmentNews Content Strategy Studio, this supplement discusses the current fixed-income landscape generally, municipal bond markets and the outlook for the industry.

May 13, 2019


The 2019 InvestmentNews Adviser Technology study summary

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

April 09, 2019

InvestmentNews Content Strategy Studio

2019 Refinitiv Lipper Fund Awards

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.

March 11, 2019

InvestmentNews Content Strategy Studio

IMPACT® 2018 Post-Conference Report

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.

December 10, 2018


The 2018 InvestmentNews Study of Pricing & Profitability

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.

September 25, 2018

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