White papers and reports

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

Live Oak Bank, SkyView Partners, and InvestmentNews Research

Maximizing the M&A Opportunity: A Roadmap for Advisory Firm Buyers and Sellers

White paper library description: Financial advisory firms are merging and acquiring at a record pace, and activity looks poised to remain high in 2020. This new research report, sponsored by Live Oak Bank and SkyView Partners, arms advisers with the intelligence they need to make the most of a heated M&A market.

December 20, 2019

InvestmentNews Content Strategy Studio

IMPACT^® 2019 Post-Conference Report

Learn key takeaways from Schwab IMPACT^® and actionable steps to incorporate into evolving businesses.

December 03, 2019

Cetera Financial Group

Finding You 2.0

In our newest white paper, we show you why you should start planning your succession as soon as possible.

November 26, 2019

Cambridge

Cambridge Community of Women

Learn about our efforts to encourage more women professionals to engage in the advice industry, helping more women move into leadership roles, and empowering more women to seize opportunity and thrive.

November 22, 2019

Riskalyze

Behavioral Finance for Financial Advisors

Investors have their own risk tolerance and goals. It is important to adopt technology rooted in Behavioral Finance to create long-term investors by understanding why emotions and investing don't mix.

November 20, 2019

Riskalyze

Your Guide to Reg BI Compliance

Regulation Best Interest pushes the suitability standard forward. Here are the four obligations your firm needs to comply with and the guidelines for structuring your new Form CRS.

November 20, 2019

InvestmentNews

Drivers of Growth: How Greater Marketing Focus Is Distinguishing Financial Advisory Firms

This study is the the industry's only research report that provides a benchmark for how independent advisory firms are spending and focusing on both marketing and business development.

November 15, 2019

T. Rowe Price

Emerging Markets: Reward or Risk?

Do emerging markets still offer the same rewards for the higher risks involved?

November 14, 2019

ADP

Retirement plans level up–what roles do benefits play?

Recruiting the right talent is certainly a big driver of employee benefit program offerings. Retirement plans and financial wellness programs can help your bottom-line. Learn more in ADP’s white paper.

November 06, 2019

State Street Global Advisors and InvestmentNews Research

2019 Elite RIA Study

The 2019 Elite RIA Study reports on the key elements that differentiate the RIA firms that are growing more productively than their peers.

October 30, 2019

Fisher Investments

Common myths of retirement managed accounts

A white paper aiming to dispel 2 common industry myths of Retirement Managed Accounts (RMAs): 1. RMAs require participant action to be effective 2. RMAs do not benefit younger participants.

October 25, 2019

American Century Investments and InvestmentNews Research

The Red Zone: Bringing Client Profitability into Advisers’ Focus

This first-ever study explores advisers thoughts on client profitability and the actions leading firms are taking to make sure their client relationships are beneficial to their bottom line.

October 17, 2019

Cetera Financial Group

Are You Part of the 29 Percent?

In our newest white paper, we lay out the four key areas of focus for building a multigenerational practice.

October 17, 2019

Fiserv

Technology and the future of advice

This paper explores the role of technology in optimizing advisor productivity to build better, more personalized relationships that address clients' evolving needs and improve investment outcomes.

October 15, 2019

American Century Investments

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

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