White papers and reports
InvestmentNews presents the latest and most targeted thought leadership for the financial industry.
December 10, 2018
This report summarizes the latest thought leadership surrounding cybersecurity, technology and the future of advice. In addition to insight, this report provides actionable steps for advisers to incorporate into their evolving businesses.
September 25, 2018
The 2018 InvestmentNews Pricing & Profitability Study is the industry’s only research report that details how independent advisory firms are adding assets, generating revenue – and ultimately boosting their bottom line. It is the premier benchmarking report for forward-thinking advisers who are looking to make informed decisions about the future growth of their businesses. The Pricing and Profitability Study, formerly the Financial Performance Study, is designed for firm leaders who are looking to understand how their firm’s business results compare to other leading advisory firms. It provides detailed breakdowns on the key financial drivers – revenues and costs – of growth, while also presenting the extensive benchmarking data.
Click here to order your copy of the 2018 Study of Pricing and Profitability.
August 21, 2018
The InvestmentNews Compensation & Staffing Study 2018 Update provides an update on key trends in recruiting, staffing structures and pay levels throughout the financial advice industry. Specifically, the report will deliver forecast for total 2018 compensation levels for more than 30 typical positions within a firm. In addition, it provides full compensation tables for positions that were added, promoted or newly hired over the last year.
Click here to order your copy of the 2018 Compensation & Staffing Study.
December 12, 2017
This report summarizes the latest thought leadership surrounding cybersecurity, retirement income, technology and the future of advice. In addition to insight, this report provides actionable steps for advisers to incorporate into their evolving businesses.
November 07, 2017
A handful of “Elite” RIA firms continue to grow at a rate that significantly outpaces the industry at large – and many elite firms are making short- and long-term investments designed to continue to accelerate their rapid growth. Download this new study from InvestmentNews Research and BlackRock to learn more about the growth strategies of the industry’s top firms. Specifically, this study will focus on:
• How Elite RIAs are scaling their businesses to establish their brands and improve operations
• The investment management approaches Elite RIAs are taking to differentiate their firms and attract larger clients
• How top firms are using M&A to identify strategic growth opportunities
• Technology strategies for improving productivity and providing a “next generation” client experience
• The “emerging elite RIAs” and the opportunities for new business models to help ignite growth
March 20, 2017
A blueprint for the industry, this benchmarking study provides actionable takeaways and the latest solutions to help advisers drive profitability, efficiency and growth for their firms.
This comprehensive research tool to will shed insight onto what other advisers are doing to optimize their technology investments and operations and help you better your business.
Click here to order your copy of the 2017 Adviser Technology Study. Use discount code SAVE50 to save $50 off study price.
December 02, 2016
This report summarizes the latest thought leadership surrounding cybersecurity, regulation, mentoring, compensation and the growing demand for comprehensive wealth management. In addition to insight, this report provides actionable steps for advisers to incorporate into their evolving businesses.
August 08, 2013
Is your firm paying competitive compensation and employee benefits? Find out now by ordering the 2013 Compensation & Staffing Study, which highlights comprehensive compensation benchmarking data on 24 advisory firm job positions and outline current trends in owner compensation.
July 16, 2013
Our bi-annual study on the financial performance of advisory firms provides industry benchmarks on advisory firm financials including common-sized income statements, balance sheet and key performance ratios.
June 16, 2013
The industry's first-ever succession planning study offers key strategies for increasing the transferability & value of your business, while also highlight financing and valuation options.
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