The annual InvestmentNews Adviser Benchmarking Study looks to the top-performing financial advisory firms for lessons on how to build a best-in-class practice.
Across categories — from solo practices consisting of one adviser, through small ensembles with less than $5 million in annual revenue and super ensembles with more than $10 million — the top quartile firms in performance this year outpaced their peers in growth, even while generating 29% more revenue, 59% higher profit margins and 65% higher adviser productivity.
Our 2022 Best Practices consist of 11 firms — two solo practices and three firms in each ensemble category — that were the highest achievers in these metrics.
The two-decade veteran, whose career also includes a stint at Merill Lynch, will help shape strategy for the Google engineer-founded fintech.
The latest PPI print, clocking in north of 3 percent, adds to concerns that inflation is far from tamed.
The DIY investment giant's positive earnings surprise, surpassing $1 billion in revenue for the first time, puts it on strong footing for future expansion.
Most retirement plan specialists anticipate gain of up to 10%.
And they would have to work extra hard to pay it off.
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.