2009 Moss Adams/ InvestmentNews

Adviser Compensation and Staffing Study

The 2009 Moss Adams/InvestmentNews Adviser Compensation and Staffing Study provides financial advisers with the tools and actionable insights they need to set goals and improve their practice performance. This premier report on industry benchmarking empowers advisers to move their businesses forward.

2009 Moss Adams/InvestmentNews Adviser Compensation and Staffing Study is Now Available
Reserve your copy today.

Single purchase: $249

 
Group discounts are available.

25-100: $175 per report

101-250: $150 per report

> 250: $99 per report
Contact Kristen Hensley at (212) 210-0451 or khensley@investmentnews.com if you have any questions and for additional information.

About the study:

In today's market, it's important to know what other successful advisers are doing to get by in these tough times. The 2009 Moss Adams/InvestmentNews Adviser Compensation and Staffing Study provides industry insight into how the economic conditions have affected practices like your own and what advisers are doing to move their businesses forward.

Content:

  • Examine how the economic conditions have affected practices like your own

    • Are advisory firms hiring or firing?
    • What measures are firms taking to avoid layoffs?
    • Should you reduce your employees' compensation?
  • Explore the operating ratios of other firms like your own
  • Investigate trends in firm growth over the past six years:

    • Increased competition for talented staff
    • Average compensation costs by position
  • Discover compensation and staffing levels at each evolutionary phase of a firm's development
  • Delve into what your return on investments should be:

    • Overhead expenses as a percentage of revenue
    • Profit per client
    • Productivity levels
    • Owner income
  • Measure your own goals against that of the industry at large

Custom reports are available as well. Please contact Kristen Hensley at 212.210.0451 or khensley@investmentnews.com for information.

Adviser Compensation & Staffing Study workshops will be held in early November in Boston, Chicago, and Denver. Registration is now open.

About our partners
Moss Adams LLP provides accounting, tax, and consulting services to public and private middle-market enterprises in many different industries. Founded in 1913, Moss Adams is the 11th largest accounting and consulting firm in the United States, and the largest headquartered in the West. Moss Adams has 20 locations in Washington, Oregon, California, Arizona, and New Mexico.
Pershing LLC, a BNY Mellon company, is a leading global provider of financial business solutions to financial organizations and independent registered investment advisors. We are committed to providing dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management programs, and service excellence. www.pershing.com
Best Practice Research identifies strategies and tactics that help financial advisors, broker-dealers, and clearing firms achieve higher growth rates and profitability. Through research, competitive analysis, client segmentation, and data modeling, we discover and document the qualities that allow individual financial advisors and their firms to out-perform their peers and to develop a compelling advice model.