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.
Answering the question: What practice-oriented features affect firm performance most?
Only one out of every three firms have a formal referral process, despite referrals accounting for the lion's share of new business.
The most successful advisory firms prioritize revenue and operations over adviser capacity to remain on top.
Research reveals which factors shape an owner's success and impact development.
The top-level results from an InvestmentNews Research study show that despite changes in client service needs, demand for advisers should remain strong.
The average firm saw a 19.2% increase in assets under management year-over-year in 2013. What was behind the growth?
Forget the S&P 500 and its 175.7% return since 2009. Investors who bought shares of publicly traded IBDs back then would have beaten that stunning rally. Don't miss: 10 best-paying independent broker-dealers
When it comes to living comfortably in retirement, that target symbol of wealth is past its prime. How far will $1 million go when Millennials reach retirement age?
Video conferencing, text messaging and more robust online services will define the way advisers interact with clients in the future.
The fastest-growing and most profitable firms often take unconventional approaches to their business models. To see how your firm stands up, take part in this year's study.
