Reports Available for Purchase

2012 InvestmentNews/Moss Adams Financial Performance Study of Advisory Firms

The 2012 study evaluates key financial metrics and how top-performing advisory firms are able to achieve outstanding financial performance.

Highlights of the study include:

• Financials including common-sized income statements, balance sheet, and key performance ratios
• Strategic planning areas including target client profile, AUM minimums, and service models
• Pricing and client segmentation strategies
• Marketing and business development tactics

You must be an eligible financial adviser to qualify for the Financial Adviser pricing. All purchases are subject to verification. IN Adviser Solutions reserves the right to decline any purchases.

2012 InvestmentNews Succession Planning Study

How are advisory firms preparing for succession? Order your copy of the 2012 InvestmentNews Succession Planning Study to find out how firms are successfully transitioning ownership.

Highlights of the study include:

• Key strategies for increasing the transferability & value of your business
• Financing and valuation options
• Current succession trends
• Critical issues any succession plan should address

You must be an eligible financial adviser to qualify for the Financial Adviser pricing. All purchases are subject to verification. IN Adviser Solutions reserves the right to decline any purchases.

2011 InvestmentNews/Moss Adams Adviser Compensation & 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. View Executive Summary

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

Order Your Copy

Available in digital or hard copy format.

Digital reports will be sent via email.

2011 IN/Moss Adams Adviser Compensation & Staffing Study

New discounted price! $315 digital copy
New discounted price! $350 hard copy

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2011 InvestmentNews RIA Technology Study

In 2011 we launched our inaugural RIA Technology Study where we asked RIA firms to assess their technology approach, usage, spend and overall satisfaction across core business functions. The 2011 InvestmentNews RIA Technology Study features how technology can help support growth; factors to consider when investing in technology; the benefits of outsourced solutions versus managing functions in-house; integration and what it really means for an advisory firm; and over 30 charts, business and peer profiles by size of firm and type of firm. View Executive Summary