IN Adviser Solutions specializes in research on topics including adviser financial performance, succession planning, technology and compensation and staffing. Our bi-annual studies are the industry's longest running studies and have been fielded for over 10 years. Click on the links below for more detailed information about each study. As a participant of our research studies, you receive the following benefits:
Our bi-annual study on adviser compensation and staffing provides comprehensive compensation data for advisory firm job positions.
Our bi-annual study on the financial performance of advisory firms provides industry benchmarks on advisory firm financials including common-sized income statements, balance sheet and key performance ratios.
The objective of this study is to develop an industry resource and benchmarking tool to help advisers with technology purchase decisions.
Our research shows that one of the largest issues facing the industry is lack of succession planning. We are pleased to announce our study on succession planning to address this critical issue.