White papers and reports

arjuna-design presents the latest and most targeted thought leadership for the financial industry.

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
T Rowe Price
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.
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.
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.
Northern Trust Asset Management
Global growth has outpaced expectations, creating a positive risk-taking environment. Find out what this could mean for portfolios in 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.
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.
LPL Financial
In this white paper, LPL Financial explores best practices for expanding your online presence through your website, social media, email marketing, and educational opportunities. Additionally, you’ll find ways to build your business by reframing your value conversation and enhancing the client experience.
Longbridge Financial, LLC
Many financial advisers have clients whose goals that are more aggressive than the resources available. While these individuals expect to fund their plan or boost their retirement cash flow by paying off their mortgage, the reality is that many who intended to be mortgage payment-free in retirement are not. To solve for today’s retirement needs, many advisors are turning to an often-overlooked asset – home equity – to help.Download the Longbridge research paper “The 5 Things Advisors Need to Know About HECM Strategies” to learn how home equity could fit into your client’s retirement plans.
Why do alternative investments matter to wealth managers and their clients? PwC predicts that global alternative assets will increase to $15.3 trillion by 2020. Given this growth, independent advisors might wish to understand the unique opportunities that alternative investments represent to advance their practices and maximize their clients’ interests.
Fidelity FCCS
The face of wealth is changing as money accumulates and shifts to Millennials. This report provides insights on Gen X/Y millionaires including: why they are at a tipping point for advice, what the future of wealth looks like, and what they value in an advisor.
December 19, 2017
Northern Trust Asset Management
Over the next five years we expect macroeconomic, market and monetary policy conditions to be aligned with strong factor performance. Here’s why.
This report summarizes the latest thought leadership surrounding cybersecurity, retirement income, technology and the future of advice. In addition to insight, this report provides actionable steps for advisers to incorporate into their evolving businesses.
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 arjuna-design Research and BlackRock to learn more about the growth strategies of the industry’s top firms. Specifically, this study will focus on:

• How Elite RIAs are scaling their businesses to establish their brands and improve operations
• The investment management approaches Elite RIAs are taking to differentiate their firms and attract larger clients
• How top firms are using M&A to identify strategic growth opportunities
• Technology strategies for improving productivity and providing a “next generation” client experience
• The “emerging elite RIAs” and the opportunities for new business models to help ignite growth
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 arjuna-design 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.

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].

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