Research

IN Adviser Solutions specializes in research on topics including adviser financial performance, succession planning, technology and compensation and staffing. Our bi-annual studies are the industry’s longest running studies and have been fielded for over 10 years. Click on the links below for more detailed information about each study. As a participant of our research studies, you receive the following benefits:

• Benchmarking Data – Each study provides you with industry benchmark data that allows you to compare your firm to industry peers, giving you reliable data on how to manage your business more effectively.
• Study Results Report – As a participant, you receive a complimentary copy of the study results report that outlines key study findings as well as valuable industry data.
• Study Results Webcast – You are invited to attend a live webcast where our experts share valuable insights from the study findings, and how to implement the findings for your own business.
• Plus additional benefits may be available depending on the research study

InvestmentNews/Moss Adams Adviser Compensation and Staffing Study

Our bi-annual study on adviser compensation and staffing provides comprehensive compensation data for advisory firm job positions.

InvestmentNews/Moss Adams Financial Performance Study of Advisory Firms

Our bi-annual study on the financial performance of advisory firms provides industry benchmarks on advisory firm financials including common-sized income statements, balance sheet and key performance ratios.

InvestmentNews Technology Study

The objective of this study is to develop an industry resource and benchmarking tool to help advisers with technology purchase decisions.

InvestmentNews Succession Planning Study

Our research shows that one of the largest issues facing the industry is lack of succession planning. We are pleased to announce our study on succession planning to address this critical issue.