Welcome to the InvestmentNews hub for exclusive data, rankings and research on the financial advisory and investment industry. For comments or suggestions, please contact the IN Data Team.
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Adviser Activity
Advisers on the Move
A hub that tracks teams of advisers and brokers changing firms
Deal Tracker
Notable mergers and acquisitions in the financial advisory space
Conferences
Events to look out for in 2013
Adviser Partners
Clearing firms
A ranking of clearing firms based on the number of their broker-dealer clients
Custodians
A ranking of custodians determined by the number of their RIA custody clients.
CFP Board programs
A list of colleges and universities with a financial-planning curriculum that satisfies CFP Board's education requirement
Trade organizations
Major trade associations in the financial advisory space
Broker-dealers
Technology platforms used by IBDs
The most popular software products among independent broker-dealers
Fallen B-Ds
A list of independent broker-dealer exits from March 2010 to the present
Insurance providers recommended by B-Ds
The insurance providers that independent broker-dealers most frequently recommend
National and regional brokerages
A directory of the major full-service brokerage firms.
Wirehouses: The brokerage behemoths
The latest staffing and production information on the largest brokerage firms
B-D Data Center
Recruitment and financial data on more than 100 independent broker-dealers
Clearing firms used by B-Ds
A list of the largest clearing firms, ranked by the number of their broker-dealer clients
Investment Data
Variable annuities
Rankings of the leading participating variable annuity issuers
Real estate
Rankings of listed and nonlisted real estate investment trusts
Insurance
A ranking of the largest life insurance companies and a directory of long-term care carriers
Mutual funds
Rankings of the best- and worst-performing funds by category and by sector
Most affluent U.S. counties
U.S. counties ranked by income per capita, household income and job earnings
529 plans
The largest section 529 college savings plans, ranked by net assets
Exchange-traded products
Latest rankings and performance of exchange-traded products
Exchange-traded funds
The latest rankings of the lowest-cost and best-performing ETFs
Separately managed accounts
By market, ranked by first-quarter returns
Registered Investment Advisers
RIA Data Center
An interactive rankings tool providing access to key information on fee-only registered investment advisers
Custodians used by RIAs
A ranking of custodians used by the number of RIA custody clients
Wealthiest states
States with the most assets managed by fee-only registered investment advisers
Broker-dealer RIAs
Ranked by total assets under management
Technology and Social Media
Technology platforms
The most popular software products among independent broker-dealers
Most popular tech products
The software products used by most advisers
Tech Directory
A directory of software products for advisers and their integration information
InvestmentNews Readership Surveys
Retirement income
The results of an InvestmentNews survey disclose advisers' strategies for creating retirement income plans for clients
Technology trends
The results of an InvestmentNews survey reveal the most popular technology and software products with financial advisers
Women and investing
The results of an InvestmentNews survey show the profile of a "typical" female client and the differences between male and female advisers' clientele
Advisers and social media
The results of an InvestmentNews survey illustrate advisers' use of social media both personally and professionally.
Industy Profiles & Adviser Opinions
This InvestmentNews survey paints a picture of today's advisers, their firms and clients, as well as their opinions on politics and regulation.
What advisers think of 529 plans
The results of an InvestmentNews survey disclose how advisers recommend and use 529 plans
Advisers and regulation
The results of an InvestmentNews survey reveal advisers' thoughts on SEC regulations affecting the financial advisory industry
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@IN Wire
Advisers on the Move
- Jun 18 - Alfred J. Derenzis, Scott D. Ford
Joining: Janney Montgomery Scott - Jun 17 - Fred Baerenz, James Ortlip, David Sweat
Joining: Kalos Capital - Jun 17 - Leigh B. Hurd
Joining: Crestwood Advisors
