2021 RPA Convergence CIO
Based on the InvestmentNews event on December 8-9, 2021, this special report explores defined-contribution chief investment officers play a key role in improving retirement income security. Yet plan investments have taken a back seat to increasing participation and deferral rates, with the emphasis on target-date funds.
January 21, 2022
2021 RPA Convergence Aggregators
Based on the InvestmentNews event on November 17-18, 2021, this special report explores DC aggregators fueling the RPA M&A market that now have the largest and fastest growing market share of adviser sold DC assets and participants.
January 21, 2022
2021 RPA Convergence Record Keepers
Based on the InvestmentNews event on September 22-23, 2021, this special report explores the challenges that retirement plan record keepers and advisers face preparing participants for secure retirements.
November 15, 2021
2021 RPA Convergence Broker-Dealers
Based on the InvestmentNews event on October 20-21, 2021, this special report reviews the challenges broker-dealers serving the DC market face to support the RPA specialist as well as wealth managers who may have just a few DC plans.
November 15, 2021
2020 RPA Convergence Record Keepers
Based on the InvestmentNews virtual event Dec. 14 –15, 2020, this special report explores the challenges that retirement plan record keepers and advisers face preparing participants for secure retirements.
February 1, 2021
2020 RPA Convergence Aggregators
Based on the InvestmentNews virtual event Dec. 8 – 9, 2020, this special report describes the opportunities and challenges that retirement plan aggregators face as the industry consolidates.
January 27, 2021
2020 RPA Convergence CIOs
This special report explores the issues that chief investment officers of retirement plan advice firms face as they build the investment tools that help participants retire securely in the U.S.
December 14, 2020
2020 The Race to Scalability
Discover the advantages many advisors are finding when they outsource investment management in “The Race to Scalability 2020,” a new report from FlexShares Exchange Traded Funds and InvestmentNews Research.
October 28, 2020
2020 ESG Special Report
This special report explores key issues related to ESG and why the corporate response to the pandemic has been more positive than reactions to previous crises and tips for how advisers can spot ‘greenwashing’ among ESG-labeled strategies.
May 26, 2020
2020 Technology Special Report
This special report explores what key factors executives should consider when evaluating their trading platform’s capabilities and lessons learned from the pandemic.
May 11, 2020
The Red Zone: Measure Profitability
This research paper looks at advisers’ considerations around client profitability, and the differences between the firms that measure it and those that don’t.
October 28, 2019
