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Outlook data – a quarterly report that delivers an up-to-date snapshot of how professional investment managers are
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2023 InvestmentNews Advisor Benchmarking Study
The 130 page InvestmentNews Advisor Benchmarking Study, the longest-running independent survey of the industry, combines data on Compensation & Staffing, Pricing & Profitability to deliver a comprehensive overview of a firms financial performance over the past year. The study tracks salaries across more than 25 of the most common advisory positions and financials across all size of firm. Use this exclusive study to measure your practice against peers in compensation, fees, growth and expenses.
InvestmentNews Advisor Benchmarking Study is based on the information more than 100 firms volunteered in a survey of their 2022 compensation and financial results. The report provides insight to the operating results and business dynamics affecting the advisory community.
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Find out how advisory firms managed to expand revenue
even as AUM suffered from a nearly 20% decline in the S&P.
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Why wage growth in advisory positions continued to lag
amid the highest inflation in a generation.
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What the future may hold for advisory firm profitability after
years of blockbuster margins.
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Examine the forces shaping more than 100 firms’ results,
and the strategies and tactics employed by advisory firms in
the pursuit of faster growth and better profitability.
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