Adviser Resources

Whether you’re thinking about the next phase in your career or trying to grow your independent practice, our Adviser Resources provide the industry insights you need to make informed choices along the way. Our databases, premium and custom offerings help firms of all sizes measure their performance against the competition.

Subscriptions & Membership:

Benefit from a wealth of knowledge. For more than 20 years, readers have turned to InvestmentNews to find the best coverage, in-depth analysis, and insights into the financial advice industry. Subscribe today and discover how to attract new clients and engage and retain the ones you have.

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Broker Dealer Access

Subscribe for full access to the complete InvestmentNews Broker-Dealer rankings.

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Membership

Become a premium member for complete access to the InvestmentNews Adviser Research Dashboard, research studies, premium magazine, and instant access to investmentnews.com

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Practice Management:

Compare your firm’s financial performance, fees, salaries and spending to your peers, and keep yourself competitive as you grow. Put practice management data at your fingertips with a subscription to the Adviser Research Dashboard or purchase in-depth analysis from our annual studies.

Adviser Research Dashboard

Based on data collected through our annual studies, this interactive, customizable tool allows you to benchmark your business against your peers.

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Compensation & Staffing

This annual report covers compensation levels, structures and trends for the 30 positions most common at independent advisory practices.

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Pricing & Profitability

This annual report details how independent firms are adding assets, setting fees and working to improve their bottom line.

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Technology

This report shows how the most industry’s most innovative firms are investing in technology to support their productivity and growth.

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Industry Data and Firm Moves:

Find out who’s doing the most active recruiting in your area, how brokers are setting payouts and who the top fee-only practices are. Our databases of industry moves and players are included with your InvestmentNews subscription.

Advisers on the Move

Track the latest advisers and brokers changing firms and view the wirehouses, regional brokerages, RIAs and IBDs with the most recruiting activity.

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Broker-Dealers

Review payouts at top independent broker-dealers and filter industry firms by revenue, product lines and number of reps.

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RIAs

Use our interactive rankings of independent, fee-only advisory firms to find key information on assets and service models.

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All Firms

Browse firms across channels and find key metrics on their workforces and business activities.

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Custom Options:

Purchase downloadable spreadsheets of our data to customize it for your own use, license data for your own applications, or work with IN Research on custom-data driven solutions for your team.

Downloadable Broker-Dealer Data

Explore the B-D Data Center on your own with downloadable spreadsheets of all our information on independent broker-dealers.

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Downloadable RIA Data

Explore the RIA Data Center on your own with downloadable spreadsheets of all our information on fee-only registered investment advisers.

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Custom Data Sets

Contact the IN Research team for information tailored data cuts and custom research solutions for your firm’s particular needs.

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Bookstore:

Need more information about a specific topic? Get immediate access to our e-Books. A carefully curated collection written by the leading experts in the financial services arena.

Maximizing Social Security Retirement Benefits

This downloadable e-Book is the indispensable guide to navigating through the most important rules and strategies to maximize your Social Security benefits.

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Making the Most of Medicare: A Guide for Baby Boomers

This downloadable e-Book takes the confusion out of making Medicare choices. It is full of tips and information in an easy-to-use workbook format.

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Non-Consensus Investing

At a time when many proclaim the death of active investing, Rupal J. Bhansali, global contrarian, makes a clarion call for its renaissance.

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