Research Stats

Research database of 143,000 advisers

Industry's longest running benchmarking studies

CUSTOM RESEARCH

InvestmentNews Research has the ability to create highly customized research projects that allow a partner to gain insights into highly targeted segments of the advisory industry. Through custom surveys and one-to-one research techniques, InvestmentNews has developed a number of strategic programs that provide clients with a better understanding of advisers' and individual investors' needs, demands and perceptions.

For more information, contact Mark Bruno at mbruno@crain.com

DATA LICENSING

InvestmentNews Research provides data cuts on adviser compensation, fees and overall financial performance to some of the largest and most influential firms in the advice industry. Our data can be customized and licensed for home office intelligence, while our Adviser Research Dashboard can be licensed and provided to all of your organization's advisers.

Request more information.

ADVISER COMPENSATION & STAFFING STUDY

The financial advice industry's longest-running and only independent third-party compensation benchmarking study compiles the data provided by hundreds of advisory firms. Published biannually, the highlights of the report include: key characteristics of the top human-capital firms, changing staffing practices, employee benefits, detailed compensation data, financial and operational trends. The sole sponsor is positioned as a thought leader on the topic and receives promotional recognition and all lead generation.

Request more information.

ADVISER TECHNOLOGY STUDY

This biannual study provides a blueprint for the industry, with actionable takeaways and the latest solutions to help financial advisers drive profitability, efficiency and growth for their firms. This comprehensive research tool sheds light on what advisers are doing to optimize their technology investments and operations. The sole sponsor is positioned as a thought leader on the topic and receives promotional recognition and all lead generation.

Request more information.

FINANCIAL PERFORMANCE STUDY OF ADVISORY FIRMS

The industry's longest-running and most widely used benchmarking study on the topic, this study details how the leading advisory firms are growing their revenues while also making strategic investments in their businesses. This go-to resource for leaders and owners of advisory firms details key performance and productivity ratios, and benchmarks for setting fees and fee schedules, as well as detailed overviews of income statements segmented by firm type, size and business models. The sole sponsor is positioned as a thought leader on the topic and receives promotional recognition and all lead generation.

Request more information.