White papers and reports

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

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Keyword
Commonwealth Financial Network
Hiring a next-gen advisor can benefit every aspect of your business and set you up for long-term success and growth. Learn insights and actionable steps you can take to help you find the perfect candidate and retain top talent to position your firm for the future.
BlackRock Financial Management
Defined contribution plan sponsors want the best outcomes for participants, but plan improvements can also bring unexpected consequences. To help understand how this can occur, BlackRock applies deep participant-level data analysis to three real world case studies—and reveals surprising results.
Charles Schwab Investment Management
A straightforward, building block framework that utilizes a behaviorally based approach can encourage positive investor behavior and help clients stay the course.
Orion
Personalizing client portfolios shouldn't be challenging - now it's not. Orion's ASTRO allows advisors to build custom tax-managed SMA portfolios based on client-specific risk, tax & account settings.
Voya Financial Advisors and InvestmentNews
For retirement plan advisors who do minimal or no personal wealth management business, and for advisors who primarily serve individuals and families, there is a strong business case to be made for expanding into each other's market. This white paper explains the advantages of doing so for each type of advisor -- as well as how the moves can be best accomplished.
Smarsh
In times of rapid technological growth and expansion in communications tools, it pays to stay ahead of the latest developments. As you’re preparing your strategies for tackling the newest compliance challenges, there are a few best practices you should keep in mind.
AXA Financial
Helping Consumers Reach Retirement Goals - Based on a research survey conducted on behalf of the Insured Retirement Institute and AXA Financial.
Alliance For Lifetime Income
The Protected Lifetime Income Index Study provides a look at the challenges faced by Americans aged 45 years and older when it comes to their retirement readiness. It also highlights the different outlooks Generation Xers and other age groups have on retirement and how the challenges they encounter can often be overwhelming.
Northern Trust Asset Management
Achieving a consistent return today means investors must take on extra risk and develop a more complex portfolio. In this environment, learn why multi-asset strategies are the go-to solution with our new guide for advisors.
ADP
This research examines participant retirement readiness.
Morningstar Investment Management LLC
In this paper, we explore the impact managed accounts can have on participants’ savings and investing habits based on whether they’re on track to meet their retirement goals and whether they built their own portfolios (or picked from portfolios already built) before entering a managed accounts service.
May 17, 2019
Cetera Financial Group
Our white paper provides tip and insights into connecting with younger prospects in ways that resonate with them – and even give you the chance to have some fun.
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.
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
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.
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.
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.
The InvestmentNews Compensation & Staffing Study 2018 Update provides an update on key trends in recruiting, staffing structures and pay levels throughout the financial advice industry. Specifically, the report will deliver forecast for total 2018 compensation levels for more than 30 typical positions within a firm. In addition, it provides full compensation tables for positions that were added, promoted or newly hired over the last year.

Click here to order your copy of the 2018 Compensation & Staffing Study.
This report summarizes the latest thought leadership surrounding cybersecurity, retirement income, technology and the future of advice. In addition to insight, this report provides actionable steps for advisers to incorporate into their evolving businesses.
A handful of “Elite” RIA firms continue to grow at a rate that significantly outpaces the industry at large – and many elite firms are making short- and long-term investments designed to continue to accelerate their rapid growth. Download this new study from InvestmentNews Research and BlackRock to learn more about the growth strategies of the industry’s top firms. Specifically, this study will focus on:

• How Elite RIAs are scaling their businesses to establish their brands and improve operations
• The investment management approaches Elite RIAs are taking to differentiate their firms and attract larger clients
• How top firms are using M&A to identify strategic growth opportunities
• Technology strategies for improving productivity and providing a “next generation” client experience
• The “emerging elite RIAs” and the opportunities for new business models to help ignite growth
A blueprint for the industry, this benchmarking study provides 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 and help you better your business.

Click here to order your copy of the 2017 Adviser Technology Study. Use discount code SAVE50 to save $50 off study price.
This report summarizes the latest thought leadership surrounding cybersecurity, regulation, mentoring, compensation and the growing demand for comprehensive wealth management. In addition to insight, this report provides actionable steps for advisers to incorporate into their evolving businesses.
Is your firm paying competitive compensation and employee benefits? Find out now by ordering the 2013 Compensation & Staffing Study, which highlights comprehensive compensation benchmarking data on 24 advisory firm job positions and outline current trends in owner compensation.
Our bi-annual study on the financial performance of advisory firms provides industry benchmarks on advisory firm financials including common-sized income statements, balance sheet and key performance ratios.

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For more information on posting your research on our website, contact Mark Bruno at (212) 210-0116 or mbruno@investmentnews.com.

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