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:
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].
Choice anxiety, prestige bias, and the temptation to make selections based on outsourced confidence are just some of the parallels between investing and the world of wine tasting.
Regulators found Bank of America's monitoring software had a known flaw Merrill left uncorrected for years.
While AI has become a go-to research tool for affluent investors, new HSBC research suggests human advisors remain the deciding voice when investment decisions are made.
A 5-4 ruling preserves the Federal Reserve's independence for now, but the legal fight over presidential removal power is far from settled.
For years, large firms have been facing penalties and questions from regulators over interest rates for clients’ cash accounts.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
