Matt started as a research analyst with InvestmentNews in 2013 and was Senior Manager, Research & Data by 2019, before he left us to join Met Life as Director, Marketing Insights, Retirement & Income Solutions. Connect with him at LinkedIn.
Highlights from IN Research's new study show why it's important to gauge where a firm is strong or weak in the sales process by benchmarking against peers.
Survey results indicate the advice industry is no exception to the divided perceptions of race that persist in American society
Firms that expand beyond traditional referrals and excel in business development grow larger and reap outsize profits.
Despite having less experience than women, men in the service adviser role, for example, were nearly twice as likely to have been promoted in the past year.
InvestmentNews wants to know how clients are reacting to the uptick in volatility. Take our 1-minute survey and let us know.
Private-sector wages have grown at a 2% clip for the past five years, but how did advisers fare?
When people account for 70% of expenses, you can't afford to make compensation and staffing mistakes.
Major emphasis on tech spending and utilization helps leading advisory firms stay ahead of the curve.
Survey gives glimpses into the advisory demands of the next generation of clients
An analysis of InvestmentNews' Adviser on the Moves database points to an active year starting from the first quarter
