White papers and reports
InvestmentNews presents the latest and most targeted thought leadership for the financial industry.
December 14, 2018
Even before the trade war, China’s economy was slowing, creating a stimulus hangover in the country as capacity excesses are worked out. Beijing is shifting to deploy new growth drivers, which should help counter the impact of the trade conflict and support growth. As a result, China’s consumer-oriented sectors may be well positioned to perform.
December 12, 2018
Are you keeping up with evolving fee models and changing client demands? Learn the latest pricing trends, strategies and actionable steps you can take now to rethink your fee model. Download now.
December 12, 2018
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 05, 2018
Fidelity’s 2018 Talent and Diversity Study shows that diversity is not only a potential solution to the talent crisis, but diversity-focused firms also see stronger advisor satisfaction and growth when compared to non-diversity-focused firms. Learn how diversity may help create opportunities for growth within your firm.
December 04, 2018
Improving the overall financial education of the U.S population is a massive, long-term undertaking, but it is one that financial advisers are uniquely positioned to course-correct. This paper, based on unique research and data, as well as dozens of interviews with advisers and industry experts, highlights the contributions and efforts of a number of individuals who have found ways to successfully improve financial literacy. The paper details how advisers can help to improve financial education levels across a range of age groups, starting as early as grade school. In addition, it provides a framework for “turning energy into action,” which is a set of guidelines for finding the right organization or effort to work with. It also includes information on a number of existing groups that partner with thousands of advisers on a range of financial education initiatives.
November 26, 2018
The advisory industry is in a time of transformation. Advisors may be skeptical to explore technology, but in reality, technology is a must-have strategy for growing a sustainable RIA business. This white paper explores how technology can deliver a significant return on investment in terms of both current savings and long-term business value.
November 19, 2018
The leading edge of the boomers is now 72 years old. Business owners in this group will be transitioning their businesses, and many will soon find themselves poised to make transformative philanthropic gifts. This white paper details how to navigate this historic charitable planning opportunity.
November 14, 2018
FlexShares’ latest research provides insights on how advisors are adjusting their business models to achieve efficiencies and improved client service. Since 2010, the survey has gauged advisors’ attitudes about investment management – why some keep it in-house and others outsource it. This research provides insights into ways advisors are scaling and growing their businesses.
November 13, 2018
Where can you find the relevant ideas and innovative tools to drive your retirement business forward? Right here, with MassMutual's Advisor Advantage+, your online resource for actionable tools and support.
November 08, 2018
Investors are becoming more concerned that rising trade tensions could disrupt global supply chains, slow global growth, and result in higher prices for businesses and consumers. T. Rowe Price managers are evaluating the potential impact on various sectors and companies, and some have modulated portfolio positions given heightened risks.
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