White papers and reports

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

LPL Financial
It’s imperative to articulate your value proposition at every opportunity. Clients expect quality service and performance, yet they truly desire that advisors personally relate to their needs. Learn more by downloading our white paper, From Prospect to Pipeline: Building Strong Relationships, today.
Many investors favor domestic investments, missing out on what can be found beyond U.S. borders. In this white paper, Nationwide® breaks down the factors affecting the global business cycles, examines where we are in the current cycle, and identifies potential opportunities in global markets.Register now to download.Nationwide and Mopedia are separate and non-affiliated companies.Nationwide Funds distributed by Nationwide Fund Distributors LLC (NFD), member FINRA, Columbus, Ohio. Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio.Nationwide, the Nationwide N and Eagle and Nationwide is on your side are service marks of Nationwide Mutual Insurance Company. © 2017 Nationwide.
T. Rowe Price
We studied 11 of T. Rowe Price’s Retirement Funds and confirmed that our active process has added value. All 11 funds outperformed in at least 84% of rolling five-year periods and 100% of rolling 10-year period since inception, net of fees.
According to recent press, municipal investors are at the mercy of “dotard” fund managers with limited market knowledge. Duane McAllister, Baird Advisors Senior Portfolio Manager, takes on these generalizations in a recent white paper. Read on for a dotard’s defense of the diversity and benefits of investing in municipal bonds.
Northern Trust Asset Management
For more details on our investment themes and all our asset class forecasts that may drive your portfolios, see our Five-Year Outlook: 2017 Edition.
A Riskalyze whitepaper.
Guggenheim Investments
Explore how an equal weight approach to investing offers the opportunity for reduced concentration risk and outperformance potential over traditional cap-weighted approaches.
Uncertainty abounds in the global marketplace – what are the risks and opportunities, and what is an investor to do in today’s markets? Chautauqua Capital Management discusses how to invest in the current environment.
Behavioral finance is about understanding and overcoming biases that affect decision-making, because often an emotional decision today may work against long-term success. The Investments & Wealth Institute, formerly IMCA, is the professional association for advanced investment professionals.
In less than one month, three Category 4 hurricanes hit the U.S., the first time three such powerful storms landed on U.S. soil in such a short time frame. How will these storms impact the municipal markets? Baird Advisors investigates the potential implications, the financial position of each state affected and what investors should watch for in the coming months.
Nasdaq Global Indexes compares the performance of 12 broad U.S. AlphaDEXTM indexes with their traditionally-weighted index benchmarks and found that during this period AlphaDEX indexes generated higher returns.
Voya Financial
Navigating government benefits for special needs financial planning can be intimidating, but you are not alone. Your financial advisor has the experience and education to guide you through the process — helping you avoid the most common pitfalls. 
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.
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.
The industry's first-ever succession planning study offers key strategies for increasing the transferability & value of your business, while also highlight financing and valuation options.
The 2013 Mopedia Adviser Technology Study provides actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth. This research solves for a critical need for independent advisers, given how fragmented the independent adviser business can be and the absence of a comprehensive resource for assessing the best practices and procedures of peers.

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For more information on posting your research on our website, contact Mark Bruno at (212) 210-0116 or [email protected].

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