Data & Resources
$1 million used to represent the golden nest egg of a successful retirement. But today, the reality is that the figure has lost its shine. Visit our By the Numbers blog for posts on relevant research, data and trends from around the financial advisory business.
Our inaugural 40 under 40 stood out for more than just their resumes. We measured some of the intangilbles - and some fun facts - that illuminate why this top young talent is the future of the financial advice industry.
Is your firm an RIA giant? Check out our recently updated database of the top fee-only RIAs.
The InvestmentNews Data Library is a financial adviser's best resource for all things data within the industry. Take a deep dive into technology, RIAs and broker-dealer data, check out what your peers have to say in our readership surveys, or view the latest adviser moves shaking up the industry. All this and more, accessible anywhere and any time.
A hub that tracks teams of advisers and brokers changing firms
Events to look out for in 2014
Joining: Beacon Pointe Wealth Advisors
Leaving: Capital Investment Counsel
A list of colleges and universities with a financial-planning curriculum that satisfies CFP Board's education requirement
Major trade associations in the financial advisory space
A ranking of clearing firms based on the number of their broker-dealer clients
A ranking of custodians determined by the number of their RIA custody clients.
Registered Investment Advisers
A ranking of custodians used by the number of RIA custody clients
States with the most assets managed by fee-only registered investment advisers
Ranked by total assets under management
An interactive rankings tool providing access to key information on fee-only registered investment advisers
Technology and Social Media
Results of a survey on advisers' use of social media.
The software products used by most advisers
The latest on technology at independent broker-dealers
A directory of software products for advisers and their integration information
A ranking of the largest life insurance companies and a directory of long-term care carriers
Ranking the best- and worst-performing target date funds by category, by three-month return.
Rankings of listed and nonlisted real estate investment trusts
Rankings of the best- and worst-performing funds by category and by sector
The latest rankings of the lowest-cost and best-performing ETFs
The largest section 529 college savings plans, ranked by net assets
Recruitment and financial data on more than 100 independent broker-dealers
A list of independent broker-dealer exits from March 2010 to the present
The insurance providers that independent broker-dealers most frequently recommend
A directory of the major full-service brokerage firms.
The latest technology trends at independent broker-dealers
A list of the largest clearing firms, ranked by the number of their broker-dealer clients
Advisers' strategies for creating retirement income plans for clients
The profile of a "typical" female client and the differences between male and female advisers' clientele
How advisers recommend and use 529 plans
Advisers' thoughts on SEC regulations affecting the financial advisory industry
A picture of today's advisers, their firms and clients, as well as their opinions on politics and regulation.
The most popular technology and software products with financial advisers