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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.

Full access to all studies on this page are included with a subscription to the Adviser Research Dashboard. Have questions? Contact us for more information.

Compensation & Staffing

The InvestmentNews Adviser Compensation and Staffing Study provides comprehensive compensation benchmarking data on 24 advisory firm job positions.

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Financial Performance

Industry benchmarks on hundreds of advisory firm financials including common-sized income statements, balance sheet and key performance ratios.

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Adviser Technology

A technological blueprint for the industry, with actionable takeaways and the latest solutions to help advisers drive profitability, efficiency and growth for their firms.

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Succession Planning

Find out how firms are successfully transitioning ownership with key strategies, financing and valuation options, current succession trends and more.

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