Latest research and trends from around the financial advisory business, updated regularly highlighting stats, charts, infographics and all things data.
Mar 5, 2014, 3:05 PM EST
Inland Real Estate Investment Corp. is no longer the force in the industry it once was, resulting in the rise and fall of two of its biggest REITs: Inland American Real Estate Trust and Retail Properties of America (RPAI), formerly Inland Western Retail Real Estate Trust.InvestmentNews senior columnist Bruce Kelly recently documented Inland's plans for a comeback. We've followed up by collecting the key milestones in the lifespan of those two REITs in a timeline, from launch to recovery.Launched during the heart of the run-up in real estate in 2003 and 2005, the two REITs ranked #1 (Inland American) and #2 (Inland Western) in equity raised by nontraded REITs, selling at the time for $10 per share.But as the credit crisis sunk in, commercial property values sagged and refinancing underwater retail and multifamily portfolios became prohibitive. Inland shareholders were confronted with losses. The first shock came in 2009, when Inland was ... Read full post
Mar 4, 2014, 12:42 PM EST
We designed our National Adviser Compensation Database to give individual advisers the power to benchmark their compensation in the most specialized ways possible, in order to meet the needs of an industry that has no shortage of specialists. The above chart answers the question, "What should a CFA-holding lead adviser (owner or non-owner) expect to earn in Chicago?" — and our database can answer many more questions just like it.Below, we break things down further and look at the designations lead advisers commonly hold. In last year's study, advisers holding a CPA were the most likely to hold other designations, while also generating the most revenue and receiving the highest amount of profit distributions.So it came as no surprise that they were the top-performing designation in terms of salary. Each designation suits advisers in different niches of financial planning, wealth management and investment advisory. Using our... Read full post
Mar 3, 2014, 4:44 PM EST
After we published our 2013 InvestmentNews/Moss Adams Compensation & Staffing Study, we wanted to provide advisers with easy-to-use, anytime access to the most pressing data the study had to offer. To that aim, in November we launched our Adviser Staffing & Compensation Calculator. Now, we're proud to introduce a revamped version of our flagship benchmarking tool: The National Adviser Compensation Database.Utilizing data collected from more than 400 firms, the National Adviser Compensation Database allows advisers to benchmark their staffing levels and compensation against some of the biggest and fastest-growing firms in the industry. In addition to filters for firm size, firm type, and professional designations, we have included a geographic market multiplier for the 150 most populous cities in the country. The multiplier, which was developed by the Bureau of Labor Statistics through an analysis of compensation, jobs and cost-of-... Read full post
Feb 25, 2014, 1:23 PM EST
Indexed annuities, a fixed annuity that provides a minimum guaranteed rate of interest combined with an interest rate tied tied to movement of an index, accounted for 46.3% of all fixed annuities sold and 27% of total annuities sold in 2013, according to most recent data from LIMRA. Sales of indexed annuities increased by an estimated $5.4 billion in 2013, representing a 17% hike in volume, more than any other form of annuity. According to the same data, sales of variable annuities fell by 1 percent.As of the end of the third quarter, Allianz Life led all insurers in the sale of indexed annuities, with a 13.7% market share. Security Benefit Life (12.3%) and American Equity (11.0%) fell close behind.For more on annuities, visit our most recent special report on the subject... Read full post
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Mary Beth Franklin, InvestmentNews