FA Insight is both a consulting and a research firm. We offer our clients solutions based on two key strengths:
The industry’s leading firms depend on us for valuable, reliable benchmarking information and advice on how to address key management issues.
The 2013 FA Insight Study of Advisory Firms: People and Pay is now available for purchase. Click here to learn more about our fifth annual study and purchase a copy today.
Listen to FA Insight's Webinar on People and Pay.
Join FA Insight's Dan Inveen and Sarah Pelonio as they explore the key findings from the fifth annual study of advisory firms. Click here to listen to a recording of the People and Pay Webinar.
Check out other research developed by FA Insight.
Breakout Growth: Adding Key Positions to Unlock Growth Potential, a new TD Ameritrade Institutional whitepaper prepared by FA Insight that provides guidance around three common pitfalls when moving toward Breakout Growth.
Read about us in the news.
Dan Inveen discusses the insufficient replacement pool for those soon-to-be-retiring lead advisers, in The Wall Street Journal article, "Small Firms Try to Fill Adviser Shortage".