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].
Faulty Forms 1099 and account statements reportedly left some Vanguard brokerage customers overpaying or underpaying taxes for over a decade.
The democratization of ETFs cuts both ways
Independent broker-dealers snap up experienced advisors as competition for established practices intensifies.
Derek Flowers, a nearly 30-year veteran, is set to retire in mid-January, handing the reins to the executive who helped lead the bank's regulatory turnaround.
The campaign spans broadcast TV and streaming, as the brokerage faces slowing client net flows and an $8.1 billion advisor team that left to launch an RIA this month.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
