Our Studies

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2014 Financial Performance Study of Advisory Firms

Format: PDF

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.

PRICE: $499

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

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

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.

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

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