Unlock your firm’s full potential with the ultimate advisory study

Unlock your firm’s full potential with the ultimate advisory study
Stay on top of the industry with InvestmentNews’ Advisor Benchmarking Study.
JAN 05, 2024

In the ever-evolving landscape of financial advisory, staying current, connected, and ahead of the curve is crucial. Which is why InvestmentNews is proud to present its Advisor Benchmarking Study, a comprehensive survey designed to give advisors the needed data, statistics, and insights to take their practice to an all-new level. 

The InvestmentNews Advisor Benchmarking Study takes comprehensive data from over 100 participating firms, delving into compensation, staffing, pricing, and profitability over the past year.  

Spanning 130 pages, the study tracks salaries across more than 25 common advisory positions and financials across all firm sizes. It provides firms the ability to measure their practice against peers in compensation, fees, growth, and expenses.  

Why invest in the Advisory Benchmarking Study? 

  • Gain clarity on how advisory firms expanded revenue amid a nearly 20% decline in the S&P 
  • Discover why wage growth in advisory positions lags amid the highest inflation in a generation
  • Anticipate the future of advisory firms’ profitability after years of blockbuster margins
  • Examine the forces shaping over 100 firms’ results, and the strategies employed by advisory firms to manifest faster growth and increased profitability. 

At just $999, the Advisor Benchmarking Study is the perfect resource to help firms prepare for future success and dominate the competition. Don’t miss the chance to elevate your firm to new heights this year with InvestmentNews’ Advisor Benchmarking Study.  

To learn more about this exclusive offer, click here. 

Latest News

No succession plan? No worries. Just practice in place
No succession plan? No worries. Just practice in place

While industry statistics pointing to a succession crisis can cause alarm, advisor-owners should be free to consider a middle path between staying solo and catching the surging wave of M&A.

Research highlights growing need for personalized retirement solutions as investors age
Research highlights growing need for personalized retirement solutions as investors age

New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.

Advisor moves: RIA Farther hails Q2 recruiting record, Raymond James nabs $300M team from Edward Jones
Advisor moves: RIA Farther hails Q2 recruiting record, Raymond James nabs $300M team from Edward Jones

With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.

Insured Retirement Institute urges Labor Department to retain annuity safe harbor
Insured Retirement Institute urges Labor Department to retain annuity safe harbor

A Department of Labor proposal to scrap a regulatory provision under ERISA could create uncertainty for fiduciaries, the trade association argues.

LPL Financial sticking to its guns with retaining 90% of Commonwealth's financial advisors
LPL Financial sticking to its guns with retaining 90% of Commonwealth's financial advisors

"We continue to feel confident about our ability to capture 90%," LPL CEO Rich Steinmeier told analysts during the firm's 2nd quarter earnings call.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.