White papers and reports by InvestmentNews

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


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

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

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


The 2019 InvestmentNews Adviser Compensation & Staffing Study

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.

September 10, 2019

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