Have questions about the data before you purchase? Call 212-210-0116 for more information
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.
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
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.
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)
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.
InvestmentNews to showcase industry leaders with 'Best Practices Awards'