The 2009 FA Insight Study of Advisory Firms: People and Pay

Sponsored by TD AMERITRADE INSTITUTIONAL

In 2008 about three of every four dollars spent by advisory firms was related to compensating or developing people. Much more than simply a cost, however, human capital is an asset that must be constantly invested in, nurtured, and allowed to grow in order for firms to enjoy long-term success.

Based on the analysis of detailed survey results submitted by hundreds of firms, The 2009 FA Insight Study of Advisory Firms aims to guide business owners facing serious decisions about their people and pay. With a special focus on human capital, much of the direction provided in the report centers on the most effective ways to organize, motivate, retain, and develop people.

In addition to offering consultative prescriptions for success based on current industry trends, People and Pay also provides advisory firm owners with a host of critical data for benchmarking their firms against peers. Included are metrics relating to firm financials and operating performance as well as compensation and other data specific to positions within an advisory firm.

By combining industry-leading research and analytical capabilities with their extensive in-the-trenches consulting experience, the FA Insight team has developed a study that will serve as a trusted resource for advisory firms, providing critical support for management decision-making.

All firms that participated in the study received a free copy of the report and access to a Webcast that reviewed survey findings and. Others may purchase the study report for $250.

For excerpts and a more detailed overview of the study, click here

Our Sponsor

TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based, independent Registered Investment Advisors and their clients.¹ Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients.

TD AMERITRADE is separate and not affiliated with FA Insight and is not responsible for each other’s policies or services. TD AMERITRADE does not guarantee nor is it responsible for the completeness or accuracy of the data provided or for the quality of any third-party product or service. TD AMERITRADE makes no warranty or representation with respect to the service as to suitability or fitness for a particular purpose. In no instance should the listing of a third-party be construed as a recommendation or endorsement by TD AMERITRADE.
¹TD AMERITRADE Institutional, Division of TD AMERITRADE, Inc., member FINRA/SIPC.

Our Media Partner

With a print circulation of 110,000 and a vibrant Web site at InvestmentAdvisor.com, Investment Advisor is nearing its 30th year of serving independent and independent-minded investment advisors and financial planners across the United States. Investment Advisor—part of Summit Business Media, LLC, a leading B2B media and information company for the insurance, investment, and professional services markets—offers information and analysis on wealth management, retirement planning, investment strategies, practice management, compliance and regulatory issues, and insurance and tax planning, all designed to help registered investment advisors and independent broker/dealer representatives become more successful. For more information, visit InvestmentAdvisor.com and SummitBusinessMedia.com.

 

 

 

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