Have questions about the data before you purchase? Call 212-210-0116 for more information
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.
Benchmark your business against the industry's best and brightest practices with the 2014 InvestmentNews Financial Performance Study of Advisory Firms. Order your copy today.
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.
The InvestmentNews Adviser Technology provides a comprehensive blueprint for technology usage, highlighting best practices of both advisory peers and top-performing advisory firms.
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.
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.
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)
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.
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)
InvestmentNews Research provides financial advisers with the industry's most informative practice management studies and benchmarking reports.