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.
Pricing & Profitability
The industry's only research report that details how independent advisory firms are adding assets, generating revenue – and ultimately boosting their bottom line.
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.