Data Store

Have questions about the data before you purchase? Call 212-210-0116 for more information

Adviser Research Dashboard

This interactive, customizable tool allows you to view detailed data on compensation, staffing and financial performance practices from across the industry.

PRICE: $999

2017 Adviser Technology Study

Format: PDF

The 2017 InvestmentNews Adviser Technology Study provides a blueprint for the industry, with actionable takeaways and the latest solutions to help advisers drive profitability, efficiency and growth for their firms. Order your copy today.

PRICE: $299

2016 Financial Performance Study of Advisory Firms

Format: PDF

Benchmark your business against the industry's best and brightest practices with the 2016 InvestmentNews Financial Performance Study of Advisory Firms. Order your copy today.

PRICE: $499

2015 Adviser Compensation & Staffing Study

Format: PDF

Is your firm paying competitive compensation and employee benefits? Find out now by ordering the 2015 Compensation & Staffing Study, which highlights comprehensive compensation benchmarking data on 24 advisory firm job positions and outline current trends in owner compensation.

PRICE: $499

The Adviser Compensation and Staffing Study: Solo Edition

Format: PDF

The Adviser Compensation & Staffing Study is now available in a version created specifically for solo advisers. Use this guide to benchmark your pay and pay practices against other solo advisers, determine how much direct compensation you should draw from your business each year and set compensation levels and incentive programs for your firm.

PRICE: $199

2015 InvestmentNews Adviser Technology Study

Format: PDF

The 2015 InvestmentNews Adviser Technology Study provides a blueprint for the industry, with actionable takeaways and the latest solutions to help advisers drive profitability, efficiency and growth for their firms.

PRICE: $299