Research
Research library
Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.
As of Oct 8, 2026, the library lists 2 pieces from academics on practice management.
Titles marked with an arrow open on the publisher's site. How we choose.
Practice management
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The Effects of Organizational Trust on Investors' Expectations and Allocations (opens pensionresearchcouncil.wharton.upenn.edu)
An experiment showing that the name of the firm on an otherwise identical index fund changes what investors expect and how much they invest. A trusted name raised expected returns, lowered perceived risk and increased allocations by five to 13 percentage points, and financial literacy dampened the effect.
Topic: Practice managementpensionresearchcouncil.wharton.upenn.edu
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The Impact of Financial Advisors Since the Uptick in Policy Risk (opens crr.bc.edu)
This brief compares how advisors and their older clients view policy risks such as Social Security, Medicare, deficits and inflation. Advisors are more upbeat overall but share specific worries, and having an advisor did not measurably change clients' outlook or investment approach, which the authors link to mixed messages.
Topic: Practice managementcrr.bc.edu
Editorial
How we choose
- Inclusion is editorial. No publisher pays to be listed, and none can.
- We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
- Summaries are AdvisorIQ's own words. We link to the original on the publisher's site rather than copy it.
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More in our editorial standards.