Help shape industry insights in the 2026 Benchmarking Study

Help shape industry insights in the 2026 Benchmarking Study
Contribute your firm’s data and unlock the full $999 benchmarking report
MAY 13, 2026

In a constantly evolving industry, reliable data is essential to understanding performance. 

InvestmentNews invites firms to take part in the 2026 Benchmarking Study, providing a more accurate view of how leading firms are performing and evolving. 

Built on real data contributed directly by advisory firms, the study uncovers the key forces shaping firm outcomes, including: 

  • how client relationships and asset bases are evolving  
  • what is driving growth across markets and business channels  
  • how firms are structuring their teams to support scale  
  • how pricing and service models are adapting to changing client expectations  
  • how firms are performing across revenue, costs, and profitability  

Take part by completing the survey to receive exclusive access to the full benchmarking report (valued at $999), delivering actionable insights to help shape your strategy, along with a chance to win a $250 Amazon gift card. 

Submissions close on Friday, May 22. 

If you have any questions or need assistance, please contact Dharmit Panchal at [email protected]. 

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