Essential Industry Research
InvestmentNews Research provides advisory firms with the industry's most comprehensive and informative practice management studies and benchmarking reports. Our benchmarking studies are a leading source of strategic intelligence for the industry's top advisory firms, custodians, broker-dealers, consultants and professional organizations.
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Compensation & Staffing
The InvestmentNews Adviser Compensation and Staffing Study provides comprehensive compensation benchmarking data on 24 advisory firm job positions.
Industry benchmarks on hundreds of advisory firm financials including common-sized income statements, balance sheet and key performance ratios.
A technological blueprint for the industry, with actionable takeaways and the latest solutions to help advisers drive profitability, efficiency and growth for their firms.
Find out how firms are successfully transitioning ownership with key strategies, financing and valuation options, current succession trends and more.