Intuition Is No Substitute for Information
The InvestmentNews Adviser Research Dashboard is a competitive intelligence and benchmarking tool for financial advisers who are looking to effectively manage – and grow – their businesses. Access to the dashboard will allow you to make informed decisions about compensation, staffing, and your firm's overall financial performance. Watch this brief video for a tour and overview of the InvestmentNews Adviser Research Dashboard's capabilities and learn more about the wide range of subscriber benefits.Get Full Access Request a Trial
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This critical study provides comprehensive benchmarking data to evaluate your firm's salaries, structure and overall human capital strategy.
Benchmark your businesses against the revenues, expenses, profitability and overall performance of hundreds of advisory firms from across the industry.
This exclusive study is a technology blueprint for advisers, providing benchmarks and action steps to help advisers drive profitability, efficiency and growth.
Find out how firms are successfully transitioning ownership with key strategies, financing and valuation options, current succession trends and more.