Special Reports

2020 RPA Convergence Record Keepers
Based on the InvestmentNews virtual event Dec. 14 –15, 2020, this special report explores the challenges that retirement plan record keepers and advisers face preparing participants for secure retirements.
February 1, 2021


2020 RPA Convergence Aggregators
Based on the InvestmentNews virtual event Dec. 8 – 9, 2020, this special report describes the opportunities and challenges that retirement plan aggregators face as the industry consolidates.
January 27, 2021


2020 RPA Convergence CIOs
This special report explores the issues that chief investment officers of retirement plan advice firms face as they build the investment tools that help participants retire securely in the U.S.
December 14, 2020


2020 The Race to Scalability
Discover the advantages many advisors are finding when they outsource investment management in “The Race to Scalability 2020,” a new report from FlexShares Exchange Traded Funds and InvestmentNews Research.
October 28, 2020


2020 ESG Special Report
This special report explores key issues related to ESG and why the corporate response to the pandemic has been more positive than reactions to previous crises and tips for how advisers can spot ‘greenwashing’ among ESG-labeled strategies.
May 26, 2020


2020 Technology Special Report
This special report explores what key factors executives should consider when evaluating their trading platform’s capabilities and lessons learned from the pandemic.
May 11, 2020


The Red Zone: Measure Profitability
This research paper looks at advisers’ considerations around client profitability, and the differences between the firms that measure it and those that don’t.
October 28, 2019