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Research twice, act once
We have all been told at some point in our lives to measure twice and cut once. Our annual custodian study generated the unique, and precise, data that you have come to expect from InvestmentNews Research.
Advisory firms have grown larger than ever, leading to a decrease in professional productivity
Research from IN's new study shows how a decline in productivity can be turned into future growth.
Industry responses to confronting advice’s diversity issues reveal racial divide
Survey results indicate the advice industry is no exception to the divided perceptions of race that persist in American society
Assets in robo-advice channel surge, as more RIAs prepare to jump in
Firms embracing automated advice are positioning themselves to capture new client segments. By 2018, nearly one-third of registered investment advisers will have a robo-offering.
How advisers expect the DOL fiduciary rule will reshape the advice industry
Financial advisers are anticipating widespread changes in their industry as the Department of Labor’s fiduciary rule is phased…
How advisory firms can enhance their performance benchmarking skills
Benchmarking is how advisers become better at interpreting their firms' financials, helping to project future success.
Women’s rise to senior positions at advisory firms has stalled
Despite having less experience than women, men in the service adviser role, for example, were nearly twice as likely to have been promoted in the past year.
Who earns what?
Below is a snapshot. For more information, visit research.investmentnews.com/dashboard, where you can also…
How does adviser pay in your city stack up?
Explore adviser compensation in the 150 most populous metros across the country with this interactive map.
The continuing growth of the RIA channel, by the numbers
Where the RIA wealth is spread out across the country, plus the 10 biggest firms
Getting your firm’s employees to perform is about more than just compensation
Advisory firms that outline clear objectives with measurable gains regarding staff performance and productivity tend to grow faster.
Is adviser compensation rising in tandem with advisory firm revenues?
Private-sector wages have grown at a 2% clip for the past five years, but how did advisers fare?
The right time to increase your firm’s investment in staff and pay
When people account for 70% of expenses, you can't afford to make compensation and staffing mistakes.
Top-performing firms invest big in technology — a critical driver of success
Major emphasis on tech spending and utilization helps leading advisory firms stay ahead of the curve.
‘Clients of the future’ will want financial advice, but not how it’s delivered today
Survey gives glimpses into the advisory demands of the next generation of clients
How to handle a scandal
Crisis triage easier when the brand is strong to begin with, experts say.
Most advisory firms don’t have a strategy for landing client referrals
Only one out of every three firms have a formal referral process, despite referrals accounting for the lion's share of new business.
The evolution of how advisory firms monitor and sustain their success
The most successful advisory firms prioritize revenue and operations over adviser capacity to remain on top.
11 slides prove the demand for financial advice isn’t going away
The top-level results from an InvestmentNews Research study show that despite changes in client service needs, demand for advisers should remain strong.
Meet the next wave of $1B advisory firms
This is an excerpt from the 2014 InvestmentNews Financial Performance Study of Advisory Firms.
