White papers and reports
InvestmentNews presents the latest and most targeted thought leadership for the financial industry.
The making of a glide path: understanding the impact of design decisions on retirement outcomes
Our latest paper examines how glide path design can impact retirement outcomes. Gain deeper insight into selecting a TDF that best meets participants' needs.
September 20, 2019
Key decisions for de-risking your pension plan
As a financial services provider, MassMutual focuses on solutions that help our customers secure their futures and protect the ones they love, including DB plan participants and PRT annuitants.
September 16, 2019
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
Five Attributes of a Strategic Practice Buyer
Our white paper identifies and explains the five key success factors for growing your business through acquisitions.
September 12, 2019
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
Transforming Billing: accuracy, transparency, control
Billing is at the beating heart of every financial firm. Yet for many organizations, billing and revenue management is constrained by simple spreadsheets and manual processes.
Read this report from Fiserv to better understand some of the challenges that firms are facing and get recommendations to meet these challenges and achieve operational efficiency and excellence.
September 04, 2019
The Guide to Disrupted Communications
Mobile-first Millennial and Gen Z generations work and engage clients in a very different way than previous generations. Download this guide to learn more about how to achieve and maintain compliance for your organization's electronic communications data.
August 29, 2019
Midyear outlook: Will the growth story continue?
While political risks have dominated the headlines in recent months, Commonwealth CIO Brad McMillan suggests that the underlying fundamentals continue to support economic and market growth, at least through year-end.
August 02, 2019
Going independent as a hybrid RIA
Hybrid RIAs can maintain both a brokerage and advisory business - using their independence to create the future they imagine for themselves and their clients.
July 30, 2019
You’ve Got a Website – Now What?
To reach millennials online, you need to be where they are. We’ve put together outreach and audience-building strategies—including LinkedIn, Twitter, and live video—specifically for financial advisors.
July 30, 2019
Roundup of Top 10 Recent FINRA & SEC Violations
The SEC & FINRA have been hard at work enforcing supervision & compliance regulations in the financial services industry. In this report, we review 10 of the most notable violations to better understand how they occurred & how firms are managing enhanced SEC & FINRA scrutiny.
July 29, 2019
Portfolio Rebalancing: How and How Often?
Investors spend a lot of time on getting their portfolio allocations right. But that’s just the start. Keep your portfolio mix on right track with these rebalancing ideas.
Promotional Description: Investors spend a lot of time on getting their portfolio allocations right. But that’s just the start. Keep your portfolio mix on right track with these rebalancing ideas.
July 26, 2019
Cambridge Solutions for Succession and Acquisition
At Cambridge, we understand the importance of planning for the future. Whether that means joining an established firm as you grow your business or creating a plan to ensure the protection of your clients’ needs and the security of your mature business, Cambridge is prepared to guide you through the process.
July 24, 2019
Determining the Best Marketing Solution for Advisors
FMG Suite’s whitepaper addresses the concerns broker-dealers face when selecting new technology solutions for advisors. Key insights include compliance considerations, content creation, and adoption.
July 24, 2019
Financial Wellness: The key to retirement readiness?
This white paper delves into the topic of financial stress and its impact on the financial wellbeing of both employers and the employees they serve. Along with key findings from our recent consumer needs study, including the behaviors that prevent many employees from achieving financial security and best practice insights on financial wellness programs.
July 15, 2019
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