Numbers Game

Numbers Gameblog

Latest research and trends from around the financial advisory business, updated regularly highlighting stats, charts, infographics and all things data.

Feb 17, 2018, 6:00 AM EST

2017 largest variable annuity providers

By Greg Iacurci

VA sales have trended downward for five years, and the third quarter brought more bad news: the 
product line saw the lowest sales in 20 years. However, experts think interest may slowly pick up as advisers and insurers get more comfortable operating under the DOL fiduciary rule. ... Read full post

Jan 9, 2018, 5:59 PM EST

Misperceptions about the financial advice industry are stalling gender equality

Adviser-couple-women-iStock-Web

By AnnMarie Pino

Women remain underrepresented in the financial advice industry, progress toward gender equality is moving at a snail's pace and women in the industry still face substantial barriers to advancement. As a new report from InvestmentNews Research and State Street Global Advisors, "Women in advice: Inspiring the next generation of financial advisers," points out, firms can take steps to address these issues by transforming workplace culture, increasing flexibility, and creating a system that is transparent around compensation and promotions.However, addressing these management issues will do little good if younger generations are unaware of the industry or, for those who are, see it as unwelcoming. Male and female advisers alike believe that these are two of the largest barriers to achieving higher gender equality across the financial advisory industry. Overcoming a lack of awareness of what a career as a financial adviser entails, and... Read full post

Jan 6, 2018, 9:26 AM EST

By the numbers: Investing and business outlook for 2018

By IN Research and Ellie Zhu

Financial advisers are expecting positive results in 2018, on everything from economic 
performance to growth of their own books of business. The following findings are from 
InvestmentNews' 2018 Outlook Survey of 344 advisers in December 2017, unless otherwise noted.... Read full post

Dec 9, 2017, 10:39 AM EST

Largest fee-only RIAs by region, based on assets under management

By InvestmentNews Research

Northeastern success storiesRankFirmPhone/websiteTotal assets ($M)Total accountsDiscretionary assets ($M)Discretionary accountsNondiscretionary assets ($M)Nondiscretionary accountsEmployees1Silvercrest Asset Management Group(212) 649-0600$33,114.91,096$13,801.5 1,070$19,313.5 261201330 Avenue of the Americas, 38th floorsilvercrestgroup.comNew York, NY 100192Veritable(610) 640-9551$14,044.82,976$13,558.9 2,812$485.9 164846022 W. Chester Pikeveritablelp.comNewtown Square, PA 190733BBR Partners(212) 313-9870$12,484.22,900$10,357.5 2,700$2,126.7 200902 Grand Central Tower, 140 E. 45th St., 26th floorbbrpartners.comNew York, NY 100174Summit Rock Advisors(212) 993-7150$11,815.3109$5,368.4 72$6,446.8 37539 W. 57th St., 12th floorsummit-rock.comNew York, NY 100195Rockefeller & Co. Inc.(212) 549-5100$10,328.72,830$10,158.5 2,700$170.1 13015110 Rockefeller Plazarockco.comNew York, NY 100206Anchor Capital Advisors(617) 338-3800$8,768.325,... Read full post

Nov 4, 2017, 9:29 AM EST

America's digital financial habits disappoint

By InvestmentNews Research and Ellie Zhu

Consumers of all ages are spending their money online, but fewer use digital tools to save and invest. Firms are looking for tools to make it easier. Digital tools can enhance their clients' financial services experience and the overall stickiness of customers. Forward-thinking financial services firms are deploying the newest technologies for clients and they're how firms plan to grab the increasingly digital consumer. Check out how the typical American customer is spending their online lives.... Read full post

Oct 18, 2017, 5:36 PM EST

How does your advisory firm stack up?

By IN Research and Ellie Zhu

With talent so hard to find and keep at advice firms, each practice should have a clear handle on how well it is – or isn't – compensating its brilliant workforce.The benchmarking data below show the greatest range of salaries occurs in what firms are paying their lead advisers, with the 3rd quartile of firms paying nearly twice that of the 1st quartile.Of course, salaries are only part of what firms pay to employees. Total income for advisers shows bonuses vary greatly between positions, roughly doubling as professionals climb each rung of the ladder of adviser roles.The analysis also shows exactly how top performers are pulling ahead of other firms, and the profitability measures and revenue per professional differences are huge.All figures are from the 2017 Adviser Compensation & Staffing Report, which captures full income statements, assets and client information, management and staffing strategies, and staff... Read full post

Oct 14, 2017, 10:48 AM EST

Advice industry in hiring mode

Hire-main

By Matt Sirinides

As the largest independent advisory firms continue expanding, something unexpected has happened along the way. The typical professional at one of these firms is no longer "independent" in the sense that he or she is an owner of the business. Instead, that individual is an employee of the firm. This trend first took hold emphatically in the 2015 InvestmentNews Adviser Compensation & Staffing Study, and it has only accelerated over the past year, according to the just-released 2017 edition of the study, sponsored by Pershing Advisor Solutions. It makes sense. The average firm has grown 11% annually over the last 12 years, tripling in size over that time. That growth is made possible by increasing head count and improving productivity, and this trend demonstrates that many firms in the industry have successfully developed and leveraged professional talent.... Read full post

Aug 19, 2017, 10:25 AM EST

Best- and worst-performing emerging-market funds

By IN Research and Ellie Zhu

U.S. open-end diversified emerging-market fundsTOP 10NameCurrent fund-level net assetsYTD return1-year return3-year return5-year returnNet expense ratioAshmore Emerging Markets Value Instl (EMFIX)$10,064,105 31.19%41.24%3.52%6.70%1.17%Baillie Gifford Emerging Markets 5 (BGEDX)$1,673,126,085 37.71%39.27%N/AN/A0.71%Delaware Emerging Markets Instl (DEMIX)$3,471,029,667 30.86%35.65%3.86%11.17%1.49%Templeton Instl Emerging Markets Ser Adv (TEEMX)$43,714,006 31.07%34.15%3.83%6.71%1.33%Pioneer Emerging Markets A (PEMFX)$105,243,686 33.60%33.94%-1.08%3.29%1.95%Macquarie Pooled Emerging Markets II (DPEGX)$38,654,202 31.89%32.45%1.43%8.51%1.20%Pzena Emerging Markets Value Instl (PZIEX)$34,710,454 25.00%32.33%1.23%N/A1.25%VALIC Company I Emerg Economies (VCGEX)$643,235,362 28.86%31.77%2.67%6.21%0.97%PIMCO RAE Fundamental PLUS EMG Inst (PEFIX)$1,357,779,987 20.54%31.59%2.16%6.11%1.15%Templeton Developing Markets A (TEDMX)$1,322,780,143 29.20%31.... Read full post

Jun 3, 2017, 2:10 PM EST

RIA Rundown: By the Numbers

By IN Research and Ellie Zhu

The InvestmentNews RIA Data Center qualified over 1,900 fee-only registered investment advisory firms. For more information, please contact INResearch@investmentnews.com. Visit data.investmentnews.com/ria/ for more-complete profiles and interactive rankings.... Read full post

May 14, 2017, 7:24 PM EST

Best- and worst-performing international funds

By IN Research and Ellie Zhu

EQUITYINTERNATIONAL MULTI-CAP CORETop 10Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*Oakmark International Fund Investor (OAKIX)$29,763.20 21.82%2.87%11.02%1.05%PIMCO StocksPLUS International Fd (DH) Inst (PISIX)$2,621.40 19.91%7.49%12.43%0.76%PIMCO RAE Fundamental PLUS International Fund Inst (PTSIX)$956.30 17.70%-0.40%8.45%0.83%State Street Hedged Internatl Developed Eq Idx K (SSHQX)$2,361.30 17.56%N/AN/A0.20%Knights of Columbus International Equity Fund Inst (KCIIX)$49.80 15.53%N/AN/A1.10%Pear Tree Polaris Foreign Val Fd Ord (QFVOX)$1,656.10 14.66%1.64%9.27%1.53%JPMorgan International Value SMA Fund (JTIVX)$71.30 14.57%0.05%5.05%0.00%Schwab International Core Equity Fund (SICNX)$836.50 14.53%3.07%9.39%0.86%Deutsche CROCI International Fund S (SCINX)$1,090.30 14.37%1.91%7.13%0.92%PIMCO StocksPLUS International Fd (Uh) Inst (PSKIX)$1,444.40 14.31%1.02%8.13%0.66%Bottom 5Madison International Stock Fund... Read full post

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