Matt oversees InvestmentNews Research's flagship practice management benchmarking studies, conducting primary research on financial performance, compensation & staffing and technology, as well as working on custom research projects and online tools such as the Advisers on the Move, RIA Data Center and National Adviser Compensation databases. Matt also maintains Numbers Game, a blog highlighting research & data trends in the financial advice industry.
Feb 11, 2015
Major emphasis on tech spending and utilization helps leading advisory firms stay ahead of the curve
Jan 9, 2015
An analysis of InvestmentNews' Adviser on the Moves database points to an active year starting from the first quarter
Dec 15, 2014
Only one out of every three firms have a formal referral process, despite referrals accounting for the lion's share of new business
Nov 20, 2014
Answering the question: What practice-oriented features affect firm performance most?
Oct 16, 2014
Research reveals which factors shape an owner's success and impact development
Oct 8, 2014
Modern advisory firms look like businesses, rather than small practices
Sep 5, 2014
What advisory firms should know about their future clients: Key findings and top-level results from an InvestmentNews Research study