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Frequently Asked Questions

What information is available in the Adviser Research Dashboard?

Detailed data on compensation, staffing and financial performance practices from across the industry.

Compensation data includes information on over 25 positions across the industry that can be sorted by revenue ranges, location, and designations. The staffing data contains information on the percent of firms that employ each of these positions, broken down by industry averages, firm types, and firm affiliation models. The financial information sections (“P&L”, “Productivity” and “Fees”) include the P&L information of firms with detailed information on revenue, direct expenses, profits, overhead expenses, and operating income, as well as productivity ratios, their sources of growth, fees, and historical metrics on how the industry has performed as a whole over the past decade.

A Dashboard subscription also includes access to all of InvestmentNews Research studies: Adviser Compensation & Staffing Study, Financial Performance Study, Adviser Technology Study, and Succession Planning Study.

What are the sources of the Adviser Research Dashboard?

The data in the Adviser Research Dashboard are provided directly to the InvestmentNews Research staff by over 500 independent advisory firms via survey collection, and form the basis for our Adviser Compensation & Staffing Study and the Financial Performance Study benchmarking reports.

How often is the Adviser Research Dashboard updated?

Once a year as each study is completed.

Can I buy a spreadsheet with all of data for the Adviser Research Dashboard?

Custom cuts of the data are available. Please contact Mark Bruno at mbruno@investmentnews.com for more detail.

How can my firm’s data be included in the Adviser Research Dashboard?

All data in the Adviser Research Dashboard are from the InvestmentNews annual benchmarking studies. If you would like to participate in future studies, please contact InvestmentNews Research.