Our Studies

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

2013 Adviser Compensation & Staffing Study

Format: PDF

Is your firm paying competitive compensation and employee benefits? Find out now by ordering the 2013 Compensation & Staffing Study, which highlights comprehensive compensation benchmarking data on 24 advisory firm job positions and outline current trends in owner compensation.

PRICE: $449

2013 InvestmentNews Adviser Technology Study

Format: PDF

The InvestmentNews Adviser Technology provides a comprehensive blueprint for technology usage, highlighting best practices of both advisory peers and top-performing advisory firms.

PRICE: $199

2012 InvestmentNews Succession Planning Study

Format: PDF

How are advisory firms preparing for succession? Order your copy of the 2012 InvestmentNews Succession Planning Study to find out how firms are successfully transitioning ownership.

PRICE: $349

2011 InvestmentNews/Moss Adams Adviser Compensation & Staffing Study

Format: PDF

Hundreds of advisory firms took part in the 2011 InvestmentNews/Moss Adams Adviser Compensation and Staffing benchmark study, which found that a select group of advisory firms were financially successful in part because they excelled at effectively managing their human capital

PRICE: $315

Advisers on the Move: Historical Download

Format: Spreadsheet

The complete archives of all activity tracked since Advisers on the Move was introduced. Data gathered begins in Sept. 2009 and continues through to today's date.

PRICE: $99

B-D Data Center Subscription

Format: Electronic subscription

Sign up to access the complete set of payouts, financial and other key details about the independent broker-dealer industry in the InvestmentNews B-D Data Center.

PRICE: $99-$249

RIA Data Center spreadsheets

Format: Spreadsheet

Download all of the information contained in the RIA Data Center for more than 2,300 fee-only, SEC-registered firms. Data points include total assets, number of accounts, size of firm and compensation information.

PRICE: $595 (promo codes available)

B-D Data Center spreadsheets

Format: Spreadsheet

Download the complete set of data points and details collected from the 100 largest independent broker-dealers. Data points include financials, rep counts, and payout. Also included: information about key funds and insurance products sold, plus the technology products offered on each IBD's platform.

PRICE: $795 retail (promo codes available)

About InvestmentNews Research

InvestmentNews Research provides financial advisers with the industry's most informative practice management studies and benchmarking reports.

Pay Pal

Get quick and updated data points on compensation levels for 24 positions across the advisory industry.

Get Daily News & Intel

Breaking news and in-depth coverage of essential topics delivered straight to your inbox.