InvestmentNews Research’s mission is to provide advisory firms with the industry’s most comprehensive and informative practice management resources and benchmarking reports.
Our 2020 benchmarking research initiative is underway, and we’re inviting all financial advisory firms to participate in the 2020 Annual Adviser Benchmarking Survey.
This year we are publishing our Study of Pricing & Profitability – a guide for firms looking to understand how to strategically drive growth and boost their firm’s performance. Due to popular demand, we are again including a truncated set of questions on human capital strategies to produce an update to our Adviser Compensation & Staffing Study.
Study participants will receive complimentary PDF copies of both research reports – the 2020 Study of Profitability & Pricing and the 2020 Adviser Compensation & Staffing Study Update.
In addition, all participants will receive immediate access to the InvestmentNews Adviser Research Dashboard for one full year (a $999 value) and automatic consideration for a Best Practices award.
Our goal is to ensure that participating firms receive the best possible return on a valuable investment – their time. We hope that your firm is able to reap the benefits of participation.
Advisory firms: Click here to participate in the survey. If you have any questions about the study, the survey, or the incentives, please write to [email protected].
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Survey finds AI widely embedded in research and analysis, but barely touching portfolio construction or trade execution.
Two firms land teams managing more than $1.1 billion in combined assets from Kestra and Edward Jones.
A private partnership, Edward Jones is a giant in the retail brokerage industry with more than 20,000 financial advisors.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
