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. 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 performance.
Due to popular demand, we are again including a truncated set of questions on human capital strategies in order 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. The final deadline for completing the survey is Friday, June 12.
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].
Plus, a $400 million Commonwealth team departs to launch an independent family-run RIA in the East Bay area.
The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.
“I respectfully request that all recruiters for other BDs discontinue their efforts to contact me," writes Thomas Bartholomew.
Wealth tech veteran Aaron Klein speaks out against the "misery" of client meetings, why advisors' communication skills don't always help, and AI's potential to make bad meetings "100 times better."
The proposed $120 million settlement would close the book on a legal challenge alleging the Wall Street banks failed to disclose crucial conflicts of interest to investors.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
