Our industry intel. Our audience.
Your story. Your stage.
The InvestmentNews Content Strategy Studio is a marketing and custom content division of InvestmentNews. We work directly with our partners to develop diverse, meaningful and strategic content-based programs that will engage the InvestmentNews audience – and provide our clients with insights and direct access to the largest captive audience of financial advisers on the web.
Through a range of print and digital publishing platforms, our Content Strategy Studio can help you and your firm establish your voice and amplify your position as an industry thought leader. With these content-based programs, our Content Strategy Studio will also directly provide you and your firm with qualified lead generation and direct follow-up opportunities with the industry’s most highly engaged financial advisers.
The InvestmentNews Content Strategy Studio is extension of your marketing and communications teams. Let us help you tell your story the right way – and to the right audience.
Defining the ‘Female Effect’ on Advice: InvestmentNews Research and Advisor Group launched a study which identified clear contrasts in how women advisers operate their firms, view their roles as advisers, and are ultimately growing their businesses relative to their male adviser counterparts. This research paper highlights both these differences and defines the unique impact, or the “female effect,” that women can have on the performance of an advisory firm. By identifying these elements, we aim to provide enhanced visibility into the complementary skill sets and strategies that could drive the future success of financial advisory firms.
2017 Elite RIA Study: 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.
The Rise of ESG Investing: As clients continue to assign importance to investments that meet certain environmental, social or governance standards, financial advisers will need to help their clients navigate through an expanding set of ESG considerations and strategies. This new research paper offers an outlook for ESG investing and addresses the primary drivers, motivators and educational needs that are re-shaping adviser-client conversations.
The evolution of independence: This new research paper from InvestmentNews Research and Blackstone specifically provides advisers with insights into how advisers can leverage alternative investments to improve clients’ portfolios – and ultimately grow their business. Based on an exclusive survey, this piece also sheds light on the most frequently used alternative investment vehicles and how advisers are aligning these strategies with specific goals and outcomes.
Cetera Financial Group
Advice Alpha: Re-defining value — and success — for an advice-centric era: Today’s advice and financial planning business is prospering, but the business also faces challenges in the area of financial advice itself. Many prospective clients do not understand the services that firms offer, others do not perceive value in using an adviser, and technology is powering new forms of competition and rapidly re-shaping the expectations of consumers. This research paper, drawing on findings from an InvestmentNews Research survey and insights from some of the industry’s top advisers who participated at the InvestmentNews/ Cetera Think Tank roundtable discussion, aims to provide a view of the future shape of financial advice.
Solving the Adviser Talent Shortage: Diversity & Inclusion: This new research paper focuses on the opportunities to raise awareness, improve access and facilitate the advancement of more diverse talent in the advice profession. Based on qualitative and quantitative research, the paper provides specific action steps to bring more diverse individuals into your organization – and the advice profession overall.
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. Download the IMPACT® 2018 Post-Conference Report.
Building an AI-Powered Advisory Business: While the term “artificial intelligence” (AI) often conjures images from science-fiction movies, the reality is that AI has been with us for years since the dawn of the computer age and refers to tasks that automated systems can perform instead of humans. For advisory firms, today’s greater computer power means that AI can be put to work now. It can enhance advisor productivity and efficiency, as well as increase firm profitability and value. To explore how this can be done and how AI can be put to use effectively at advisory firms, this white paper provides a blueprint for understanding the power of AI – and ultimately providing specific use-case and advice for building an AI-powered firm.
The Planning Gap: New research from InvestmentNews and Nationwide® highlights the differences in investors’ and advisers’ perceptions of retirement income needs. This study, which compares results from both an investor survey and an adviser survey, focuses on several core retirement issues and also offers actionable steps for advisers looking to deepen conversations with clients and prospects about retirement and retirement income planning.
Digital DNA: This research provides financial advisers and the wealth management industry with actionable intelligence and an improved understanding of investors’ overall financial and digital needs and demands. With information from thousands of investors and advisers, this paper illustrates how advisers can use digital to connect, communicate, and customize services for current and future clients.
Closing the financial literacy gap: Turning passion into action: Improving the overall financial education of the U.S population is a massive, long-term undertaking, but it is one that financial advisers are uniquely positioned to course-correct. This paper, based on unique research and data, as well as dozens of interviews with advisers and industry experts, highlights the contributions and efforts of a number of individuals who have found ways to successfully improve financial literacy. The paper details how advisers can help to improve financial education levels across a range of age groups, starting as early as grade school. In addition, it provides a framework for “turning energy into action,” which is a set of guidelines for finding the right organization or effort to work with. It also includes information on a number of existing groups that partner with thousands of advisers on a range of financial education initiatives.
Focus on fees: re-assigning and aligning value: The business of providing financial advice is currently undergoing a transformational change, leading many to intensely focus on – and re-evaluate – the current versus future of state of fees. The focus of this paper is to highlight the developments that have shaped the relationship between services and pricing, while also providing a benchmark for assessing your firm’s current fee structure and schedule. In addition, the objective of this report will be to provide you with a framework for appropriately aligning value with service – as well as a resource that can assist in the strategic evaluation of your firm’s pricing and positioning.
Schwab Advisor Services
Advancing an Industry: Action steps to accelerate the advancement of women in the financial advice industry: This executive brief, based on a series of Think Tank events and interviews, provides best practices, case studies and easy-to-implement ideas that will help accelerate the advancement of women already in the business, and introduce more women to overall financial advice industry. The paper specifically offers actionable advice for developing recruiting strategies that directly speak to women, as well as compensation plans, teaming approaches and leadership training ideas that have been successfully implemented by some of the industry’s top firms.
State Street Global Advisors
Women in advice: Inspiring the next generation of financial advisers: While the industry recognizes that advisers must be drawn from a larger, more diverse pool, thus far it has done little to hold itself accountable for change. To effect change and address the lack of diversity, male and female leaders will have to acknowledge and address the problem of gender bias, the leaky pipeline for women’s career advancement, and the need to attract more women to the profession. This new State Street Global Advisors and InvestmentNews research paper identifies calls to action that can help firms implement sustainable change and facilitate inclusivity. Download the white paper.
The anatomy of a top-performing wealth management firm: Focusing on how technology can help advisors and their firms succeed as the wealth management business evolves, this white paper outlines how the fastest-growing and most productive advisory firms leverage technology and practice management strategies. It summarizes the key back-office and front-end tools used most by top-performing firms to improve workflows, processes and business operations. And it provides next steps for advisors and firms who want to take their business to the next level.
These solutions are just the beginning.
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