IN Research

  1. Articles

    The real reason behind advisory firms' big gains in AUM

    The average firm saw a 19.2% increase in assets under management year-over-year in 2013. What was behind the growth?

  2. Articles

    Maintaining success in an increasingly competitive industry

    This is an excerpt from the executive summary of the 2014 InvestmentNews Financial Performance Study of Advisory Firms. To preorder the full study (available in September), click here.

  1. Articles

    The most popular adviser tech products by category

    The most popular adviser tech products by category

  2. Articles

    'Clients of the future' will want financial advice, but not how it's delivered today

    Survey gives glimpses into the advisory demands of the next generation of clients

  3. Articles

    How advisers will communicate with clients in five years

    Video conferencing, text messaging and more robust online services will define the way advisers interact with clients in the future.

  4. Articles

    3 lessons in team building advisers can learn from the San Antonio Spurs

    The focus of the sporting world has quickly shifted to the World Cup, but I believe there are some valuable takeaways from another recent sporting event: the San Antonio Spurs' dismantling of the Miami Heat in the NBA Finals. The key to the Spurs' victory was how each team member played within ...

  5. Articles

    Don't pay to be No. 1 on Google. Follow these steps to climb search result ranks

    Unique, authentic, high quality content from you as the author is your best opportunity for getting found by the right potential prospects on Google.

  6. Articles

    How to handle a scandal

    With controversies involving personal conduct toppling more than one financial professional in recent weeks, some advisers are questioning how they would — and should — act if their brand was tarnished by scandal.An issue such as the one brought to light at the CFA Institute this week — its

  7. Articles

    7 biggest ways top-performing firms sustain their growth

    The fastest-growing and most profitable firms often take unconventional approaches to their business models. To see how your firm stands up, take part in this year's study.

  8. Articles

    Tale of two troubled REITs

    Inland Real Estate Investment Corp. is no longer the force in the industry that it once was, resulting in the rise and fall of two of their biggest REITs: Inland American Real Estate Trust and Retail Properties of America ( RPAI ), formerly Inland Western Retail Real Estate Trust. Our senior

  9. Articles

    Quarter of investors lack a financial plan, survey shows

    A quarter of high-end investors have no financial plan, and close to 40% of that group doesn't anticipate building one. One common reason: apathy. “Our advice for individuals is to seek help and to really think about not only their investment but their financial future,” said Mike Spangler,

  10. Articles

    UBS biggest wealth firm, study finds

    UBS AG, which is shrinking its investment banking business, overtook Bank of America Corp. to top a ranking of the world's biggest wealth managers compiled by Scorpio Partnership.

  11. Articles

    66 is magic number for retirement age

    Sixty-six is the magic retirement age for those seeking full Social Security eligibility, but Medicare eligibility appears to be a considerable factor for those who decide to stop working at 65.

  12. Articles

    Housing market still has cracks, Moody's says

    Investors, beware: Delinquency rates are rising for some homebuyers, according to report

  13. Articles

    Health costs drop, but don't get excited

    The magic number for health care costs for a 65-year-old couple leaving the workplace this year is $220,000, down from $240,000 last year.