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.
Ballast Rock Private Wealth has also brough on a veteran advisor focused on multigenerational planning for business owners and families
Edward Jones study finds caregivers to older adults spend $8,737 a year out of pocket in "generosity paradox" as savings, careers and health absorb the strain
The dispute apparently dates back to deals done ago during the time two advisors worked at Deutsche Bank Securities, or Alex. Brown.
The Pennsylvania-based recordkeeper is 'playing Switzerland' as data on 16 million savers will help plan advisors reach 401(k) participants at rollovers and retirement
A BCG report finds private credit and hedge funds driving CIB growth while AI reshapes bank operating economics through 2030.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
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
