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This critical study provides comprehensive benchmarking data to evaluate your firm's salaries, structure and overall human capital strategy.
The industry's only research report that details how independent advisory firms are adding assets, generating revenue – and ultimately boosting their bottom line.
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.