White Papers http://wealthmanagement.com/taxonomy/term/6598/more en The Alternate View of Alternative Investments http://wealthmanagement.com/alternate-view-alternative-investments-0 <div class="node-body link-body">If you think alternative investments are just for portfolio diversification, think again. According to a recent WealthManagement.com survey of advisors across all channels, many top performing advisors use alternatives for a wide variety of strategic value propositions—including inflation protection and interest hedge.</div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/Pioneer_595_0.jpg?1471272458" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> Open In New Window </div> <p><a href="http://wealthmanagement.com/alternate-view-alternative-investments-0" target="_blank">read more</a></p> White Papers Research Wed, 24 Aug 2016 20:15:00 +0000 1277721 at http://wealthmanagement.com Advisors Wanted: Untapped Opportunity, Familiar Territory http://wealthmanagement.com/white-papers/advisors-wanted-untapped-opportunity-familiar-territory <div class="field-deck"> July 2016 </div> <div class="node-body article-body">Say “retirement plan” and most people today think 401(k). 403(b) plans are generally considered the exception or the anomaly, and until several years ago, they really were quite different from 401(k) plans.</div> <p><a href="http://wealthmanagement.com/white-papers/advisors-wanted-untapped-opportunity-familiar-territory" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/advisors-wanted-untapped-opportunity-familiar-territory#comments Investment White Papers Wed, 27 Jul 2016 15:38:00 +0000 1249011 at http://wealthmanagement.com Think Twice about "Average" Performance http://wealthmanagement.com/white-papers/think-twice-about-average-performance <div class="field-byline"> Sponsored by Fidelity </div> <div class="node-body article-body">"Many equity investors have trouble finding superior actively managed funds. On average, U.S. large-cap stocks in particular have tended to underperform their benchmarks.</div> <p><a href="http://wealthmanagement.com/white-papers/think-twice-about-average-performance" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/think-twice-about-average-performance#comments Investment White Papers Wed, 20 Jul 2016 19:32:00 +0000 1236011 at http://wealthmanagement.com Brexit: What Does Vanguard Think? http://wealthmanagement.com/white-papers/brexit-what-does-vanguard-think <div class="field-byline"> Sponsored by Vanguard </div> <div class="node-body article-body">The vote will have a significant impact on the U.K. and European economies, with global implications, but the effects may be years in the making.</div> <p><a href="http://wealthmanagement.com/white-papers/brexit-what-does-vanguard-think" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/brexit-what-does-vanguard-think#comments Investment White Papers Mon, 11 Jul 2016 17:52:00 +0000 1233241 at http://wealthmanagement.com Five Ways to Navigate the New Financial Aid Rules http://wealthmanagement.com/white-papers/five-ways-navigate-new-financial-aid-rules <div class="field-deck"> June 2016 </div> <div class="node-body article-body">School’s on break, but it’s not too early to begin preparing for the new “prior-prior year” rules for financial aid. </div> <p><a href="http://wealthmanagement.com/white-papers/five-ways-navigate-new-financial-aid-rules" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/five-ways-navigate-new-financial-aid-rules#comments Investment White Papers Mon, 27 Jun 2016 15:33:00 +0000 1218891 at http://wealthmanagement.com Six Ways to Grow AUM with Financial Services Cloud http://wealthmanagement.com/white-papers/six-ways-grow-aum-financial-services-cloud <div class="node-body article-body">Looking for ways to grow your AUM? Financial Services Cloud offers six distinctive strategies you can implement immediately.</div> <p><a href="http://wealthmanagement.com/white-papers/six-ways-grow-aum-financial-services-cloud" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/six-ways-grow-aum-financial-services-cloud#comments Investment White Papers Wed, 22 Jun 2016 15:00:00 +0000 1168251 at http://wealthmanagement.com Summer IRI Insight: Department of Labor Announces Final Fiduciary Rule http://wealthmanagement.com/white-papers/summer-iri-insight-department-labor-announces-final-fiduciary-rule <div class="node-body article-body">The U.S. Department of Labor (DOL) issued in April its final fiduciary rule, which significantly expands the types of activities that would make someone a fiduciary under ERISA.</div> <p><a href="http://wealthmanagement.com/white-papers/summer-iri-insight-department-labor-announces-final-fiduciary-rule" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/summer-iri-insight-department-labor-announces-final-fiduciary-rule#comments White Papers Wealth Planning Wed, 15 Jun 2016 20:43:00 +0000 1210421 at http://wealthmanagement.com Global Sector Views Report: Augmented Reality http://wealthmanagement.com/white-papers/global-sector-views-report-augmented-reality <div class="field-deck"> June 2016 </div> <div class="node-body article-body">For four decades, fundamental, bottom-up research has been at the core of the Janus investment process. </div> <p><a href="http://wealthmanagement.com/white-papers/global-sector-views-report-augmented-reality" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/global-sector-views-report-augmented-reality#comments Investment White Papers Thu, 26 May 2016 15:36:00 +0000 1192851 at http://wealthmanagement.com Ready to Retire? Don't Rush Your Social Security Start Date http://wealthmanagement.com/datasheet/ready-retire-dont-rush-your-social-security-start-date <div class="field-image-promo"> <a href="/datasheet/ready-retire-dont-rush-your-social-security-start-date" class="imagecache imagecache-med_crop imagecache-linked imagecache-med_crop_linked"><img alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/imagecache/med_crop/datasheets/thumbnails/vanguard_logo_2178.jpg" title="" height="200" width="355" class="imagecache imagecache-med_crop" /></a> </div> <div class="node-body datasheet-body">This paper examines retirement income and the upside of delaying Social Security payments.</div> <p><a href="http://wealthmanagement.com/datasheet/ready-retire-dont-rush-your-social-security-start-date" target="_blank">read more</a></p> Investment White Papers Mon, 09 May 2016 17:44:00 +0000 1178811 at http://wealthmanagement.com Ultra High-Net-Worth Investor http://wealthmanagement.com/white-papers/ultra-high-net-worth-investor <div class="node-body article-body">The top articles from IMCA’s Investments & Wealth Monitor focus on working with ultra-high-net-worth (HNW) clients, including how to address generational differences of HNW investors</div> <p><a href="http://wealthmanagement.com/white-papers/ultra-high-net-worth-investor" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/ultra-high-net-worth-investor#comments Investment White Papers Tue, 03 May 2016 18:03:00 +0000 1174041 at http://wealthmanagement.com