Data & Research
Data Library
The InvestmentNews Data Library is a financial adviser’s best resource for all things data within the industry. Take a deep dive into technology, RIAs and broker-dealer data, check out what your peers have to say in our readership surveys, or view the latest adviser moves shaking up the industry. All this and more, accessible anywhere and any time.
Adviser Activity
Advisers on the Move
A hub that tracks teams of advisers and brokers changing firms
Conferences
Events to look out for.
LATEST MOVE
Eugene Welsh, Shaena Miller
Joining: LaSalle St. Securities
Leaving: Ameriprise Financial Services, Inc.
AUM: 100M
Adviser Partners
CFP Board programs
A list of colleges and universities with a financial-planning curriculum that satisfies CFP Board's education requirement
Clearing firms
A ranking of clearing firms based on the number of their broker-dealer clients
Custodians
A ranking of custodians determined by the number of their RIA custody clients.
Registered Investment Advisers
Custodians used by RIAs
A ranking of custodians used by the number of RIA custody clients
Wealthiest states
States with the most assets managed by fee-only registered investment advisers
Broker-dealer RIAs
Ranked by total assets under management
RIA Data Center
An interactive rankings tool providing access to key information on fee-only registered investment advisers
Technology and social media
Advisers and social media
Results of a survey on advisers' use of social media.
Most popular tech products
The software products used by most advisers
Technology platforms
The latest on technology at independent broker-dealers
Investment Data
Target date funds
Ranking the best- and worst-performing target date funds by category, by three-month return.
Mutual funds
Rankings of the best- and worst-performing funds by category and by sector
Exchange-traded funds
The latest rankings of the lowest-cost and best-performing ETFs
529 plans
529s ranked by assets, the top five plans, plus the top adviser- and direct-sold plans.
More investment and insurance data
Insurance
A ranking of the largest life insurance companies and a directory of long-term care carriers
Variable and indexed annuities
The latest asset and sales data for variable and indexed annuities.
Donor-advised funds
Grant, account and asset data on the largest donor-advised funds.
Separately managed accounts
Ranked by returns through the second quarter of 2015.
Broker-Dealers
B-D Data Center
Recruitment and financial data on more than 100 independent broker-dealers
Fallen B-Ds
A list of independent broker-dealer exits from March 2010 to the present
Insurance providers recommended by B-Ds
The insurance providers that independent broker-dealers most frequently recommend
National and regional brokerages
A directory of the major full-service brokerage firms.
Technology used by IBDs
The latest technology trends at independent broker-dealers
Clearing firms used by B-Ds
A list of the largest clearing firms, ranked by the number of their broker-dealer clients