White papers and reports
arjuna-design presents the latest and most targeted thought leadership for the financial industry.
February 01, 2018
Due diligence is key to selecting the broker-dealer and/or RIA that will best meet your needs, now and into the future. Learn more about the 10 factors that Cambridge believes you should include in your due diligence checklist.
January 31, 2018
Investment advisors and compliance teams are under pressure to increase efficiency and reduce costs across the investment prospectus process. By implementing the six steps outlined in this white paper, companies can optimize prospectus reporting without sacrificing accuracy of data or quality of outputs. Access the white paper now.
January 30, 2018
What would happen if the market went down? Would your clients still be happy with your guidance? In a market of uncertainty and change, it’s not delivering the highest returns in good times that differentiates an advisor, but a process that helps clients navigate every market scenario. Get the complete advisor guide to learn how.
January 26, 2018
Learn more about what it means to be an essential advisor and about the tools and resources advisors need to help their clients navigate investment decisions through every stage of their lives.
January 24, 2018
Moving into 2018, the global earnings recovery appears well-entrenched, and key central banks are turning only gradually toward monetary tightening. However, financial assets are fully valued in most regions. Meanwhile, innovation continues to disrupt markets. Skilled security selection is likely to be the key to good performance, in our view.
January 22, 2018
Innovation has always changed how people live and engage in commerce. But technological revolutions have been coming at an ever-faster pace. The digital revolution now underway is transforming the way businesses operate across all sectors of the economy.
January 18, 2018
Advisors get it, but do their clients? Even though most advisors tell us they’re familiar with fee levelization, they don’t have the same confidence in their clients’ understanding.
January 09, 2018
Global growth has outpaced expectations, creating a positive risk-taking environment. Find out what this could mean for portfolios in 2018.
January 09, 2018
As 2017 comes to a close, Brad McMillan, Commonwealth’s chief investment officer, takes a look at where we stand, highlights what to keep an eye on, and projects where things are headed in 2018.
January 09, 2018
Advisory firms rethinking their approach to consumer-centric digital solutions will want to gravitate toward highly-engaging tools that meet the demands of different client segments. A successful transition includes eight steps that comprise a path toward embracing digital.
Share your research with the investment community and stand out as a thought-leader.
For more information on posting your research on our website, contact Mark Bruno at (212) 210-0116 or [email protected].
You may contact us to opt-out of the sharing of your personal information with third parties for marketing purposes at any time by sending an e-mail stating this preference and including your full name and e-mail address to [email protected] or, if you are a print subscriber, please call 1-888-288-6954.