The 2020 InvestmentNews Pricing & Profitability Study is the industry's only research report that details how independent advisory firms are adding assets, generating revenue and boosting their bottom line. The 2020 Pricing and Profitability Study helps firm leaders understand how their business results compare to other leading advisory practices. It provides detailed breakdowns of revenues, costs and other key financial drivers of growth, including the following extensive benchmarking data:
- Average revenue, expenses and income broken down by firm size, type and business model
- Service segments and how firms are setting fees
- Productivity metrics to analyze the efficiency and capacity of both your firm and individual employees
- Growth rates to gauge your success in adding clients and assets under management
- Business development and marketing strategies top-performing advisory firms are using to identify and convert prospects into clients