InvestmentNews/Moss Adams Adviser Compensation and Staffing Study

Hundreds of advisory firms took part in the 2011 InvestmentNews/Moss Adams Adviser Compensation and Staffing benchmark study, which found that a select group of advisory firms were financially successful in part because they excelled at effectively managing their human capital. Highlights of this year's study include:

View Executive Summary

Order the Report

Related Events

View On-Demand Webcast: Managing Staff Growth

View On-Demand Webcast: Owner Compensation and Equity Trends

View On-Demand Webcast: Adviser Compensation and Staffing Study Results

Related Videos

How Top RIAs Recruit & Retain Talent

Tips for Becoming a Top RIA

Related Media Links

Revisit Your Salary and Review Process by Kelli Cruz (December 19, 2011)

Experienced RIA Advice Givers More Likely To Negotiate Equity Ownership (November 22, 2011)

Survey Shows Most Advisory Firms Plan To Hire This Year (November 14, 2011)

The Touch of a Blacksmith (November 2011)

Hiring at Your Advisory Firm? Don't Get Left Behind by Kelli Cruz (November 13, 2011)

Firms Seeking Recruits Offer a Pathway to Partnership (October 9, 2011)

Special Report: Staffing & Compensation (September 26, 2011)

With Benefits, Size Matters (September 25, 2011)

Advisers: Staff Up, then Make Your Bid for New Business (June 19, 2011)

InvestmentNews/Moss Adams Adviser Compensation and Staffing Study

Hundreds of advisory firms took part in the 2011 InvestmentNews/Moss Adams Adviser Compensation and Staffing benchmark study, which found that a select group of advisory firms were financially successful in part because they excelled at effectively managing their human capital. Highlights of this year's study include:

View Executive Summary

Order the Report

Related Events

View On-Demand Webcast: Managing Staff Growth

View On-Demand Webcast: Owner Compensation and Equity Trends

View On-Demand Webcast: Adviser Compensation and Staffing Study Results

Related Videos

How Top RIAs Recruit & Retain Talent

Tips for Becoming a Top RIA

Related Media Links

Revisit Your Salary and Review Process by Kelli Cruz (December 19, 2011)

Experienced RIA Advice Givers More Likely To Negotiate Equity Ownership (November 22, 2011)

Survey Shows Most Advisory Firms Plan To Hire This Year (November 14, 2011)

The Touch of a Blacksmith (November 2011)

Hiring at Your Advisory Firm? Don't Get Left Behind by Kelli Cruz (November 13, 2011)

Firms Seeking Recruits Offer a Pathway to Partnership (October 9, 2011)

Special Report: Staffing & Compensation (September 26, 2011)

With Benefits, Size Matters (September 25, 2011)

Advisers: Staff Up, then Make Your Bid for New Business (June 19, 2011)

InvestmentNews/Moss Adams Adviser Compensation and Staffing Study

Hundreds of advisory firms took part in the 2011 InvestmentNews/Moss Adams Adviser Compensation and Staffing benchmark study, which found that a select group of advisory firms were financially successful in part because they excelled at effectively managing their human capital. Highlights of this year's study include:

  • Comprehensive compensation benchmarking data on 38 advisory firm job positions
  • How staffing practices have changed over the past few years
  • Current trends in owner compensation, equity distributions, and structures
  • Employee benefits data
  • Updated financial and operational benchmarking data

View Executive Summary

Order the Report

Related Events

View On-Demand Webcast: Managing Staff Growth

View On-Demand Webcast: Owner Compensation and Equity Trends

View On-Demand Webcast: Adviser Compensation and Staffing Study Results

Related Videos

How Top RIAs Recruit & Retain Talent

Tips for Becoming a Top RIA

Related Media Links

Revisit Your Salary and Review Process by Kelli Cruz (December 19, 2011)

Experienced RIA Advice Givers More Likely To Negotiate Equity Ownership (November 22, 2011)

Survey Shows Most Advisory Firms Plan To Hire This Year (November 14, 2011)

The Touch of a Blacksmith (November 2011)

Hiring at Your Advisory Firm? Don't Get Left Behind by Kelli Cruz (November 13, 2011)

Firms Seeking Recruits Offer a Pathway to Partnership (October 9, 2011)

Special Report: Staffing & Compensation (September 26, 2011)

With Benefits, Size Matters (September 25, 2011)

Advisers: Staff Up, then Make Your Bid for New Business (June 19, 2011)

Featured video

INTV

Why some retirement plan advisers think Fidelity is invading their turf

InvestmentNews editor Frederick P. Gabriel Jr. and reporter Greg Iacurci talk about this week's cover story that looks at whether Fidelity Investments is stepping on the toes of retirement plan advisers.

Latest news & opinion

Broker protocol: Indecision over recruiting agreement is rampant

Ruckus over recruiting agreement has even wirehouse lifers wondering if it's time

Cetera reportedly exploring $1.5 billion sale

The company confirmed it's talking to investment bankers to 'explore how to best optimize [its] capital structure at lower costs.'

SEC Chairman Jay Clayton outlines goals for a new fiduciary standard

Rule should provide clarity on role of adviser, enhanced investor protection and regulatory coordination.

Advisers bemoan LPL's technology platform change

Those in a private LinkedIn chat room were sounding off about fears the independent broker-dealer will require a move to ClientWorks before it is fully ready.

Speculation mounts on whether others will follow UBS' latest move to prevent brokers from leaving

UBS brokers must sign a 12-month non-solicit agreement if they want their 2017 bonuses.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print

Hundreds of advisory firms took part in the 2011 InvestmentNews/Moss Adams Adviser Compensation and Staffing benchmark study, which found that a select group of advisory firms were financially successful in part because they excelled at effectively managing their human capital. Highlights of this year's study include:

View Executive Summary

Order the Report

Related Events

View On-Demand Webcast: Managing Staff Growth

View On-Demand Webcast: Owner Compensation and Equity Trends

View On-Demand Webcast: Adviser Compensation and Staffing Study Results

Related Videos

How Top RIAs Recruit & Retain Talent

Tips for Becoming a Top RIA

Related Media Links

Revisit Your Salary and Review Process by Kelli Cruz (December 19, 2011)

Experienced RIA Advice Givers More Likely To Negotiate Equity Ownership (November 22, 2011)

Survey Shows Most Advisory Firms Plan To Hire This Year (November 14, 2011)

The Touch of a Blacksmith (November 2011)

Hiring at Your Advisory Firm? Don't Get Left Behind by Kelli Cruz (November 13, 2011)

Firms Seeking Recruits Offer a Pathway to Partnership (October 9, 2011)

Special Report: Staffing & Compensation (September 26, 2011)

With Benefits, Size Matters (September 25, 2011)

Advisers: Staff Up, then Make Your Bid for New Business (June 19, 2011)