Data & Resources
Proponents' dollars lag this year, with a focus on grass-roots action
Survey shows Microsoft's Windows tablets are gaining popularity among wealth-management professionals as iPads begin to lose their previous dominance
Newly compiled InvestmentNews research shows how the nation's biggest brokerages rank across four key metrics
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 list of colleges and universities with a financial-planning curriculum that satisfies CFP Board's education requirement
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
Ranking the best- and worst-performing target date funds by category, by three-month return.
Rankings of the best- and worst-performing funds by category and by sector
The latest rankings of the lowest-cost and best-performing ETFs
529s ranked by assets, the top five plans, plus the top adviser- and direct-sold plans.
More Investment and Insurance Data
A ranking of the largest life insurance companies and a directory of long-term care carriers
The latest asset and sales data for variable and indexed annuities.
Grant, account and asset data on the largest donor-advised funds.
Ranked by returns through the second quarter of 2015.
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