The annual InvestmentNews Adviser Benchmarking Study looks to the top-performing financial advisory firms for lessons on how to build a best-in-class practice.
Across categories — from solo practices consisting of one adviser, through small ensembles with less than $5 million in annual revenue and super ensembles with more than $10 million — the top quartile firms in performance this year outpaced their peers in growth, even while generating 29% more revenue, 59% higher profit margins and 65% higher adviser productivity.
Our 2022 Best Practices consist of 11 firms — two solo practices and three firms in each ensemble category — that were the highest achievers in these metrics.
Advisors who lead with cost savings when pitching pooled employer 401(k) plans may be underselling — and misrepresenting — the fiduciary value.
The Minneapolis-based consolidator's addition of a $345 million Anchorage RIA comes as small sellers navigate a volatile 2026 deal market.
Average 401(k) balances jumped 10.5% last quarter and small business retirement plan enrollment kept climbing, according to new Fidelity data.
Colorado-based RIA Summit Wealth Group acquires Portland's Financial Investment Team, expanding to 12 offices in six states.
Osaic and &Partners each land former Commonwealth teams, while Prospera welcomes two East Coast veterans to its network.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
