The 2011 FA Insight Study of Advisory Firms: People and Pay

Better times have tenuously returned for independent advisory firms. The tepid recovery, however, is illuminating new challenges for firm owners to effectively manage people, a firm’s most critical ingredient for sustaining performance over time. With The 2011 FA Insight Study of Advisory Firms: People and Pay, FA Insight endeavors to support advisory firms in confronting these challenges.

People and Pay is the third annual industry study from the industry’s most experienced benchmarking research team and its second study with a special focus on human capital. People and Pay offers consultative prescriptions for success based on current industry trends, in addition to supporting advisory firm owners with a host of critical data for benchmarking their firms against peers. The study offers detailed compensation data for 31 positions common to advisory firms as well as a wide variety of financial and operating performance benchmarks.

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

In addition to the compilation of baseline financial and operating benchmarking data, study coverage offers insight into the best practices related to organizing, motivating, developing, and retaining people. This includes showcasing lessons learned from Standout firms identified within each stage of development on issues ranging from developing career paths to managing staff performance, structuring compensation and transitioning ownership.

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

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

Watch Now: FA Insight's People and Pay Webinar - Hosted by Investment Advisor
On Nov. 10th, the FA Insight team held a one-hour presentation exploring key findings from our annual study on the state of the advisor industry. Hosted and archived by Investment Advisor, a recording of the People and Pay Webinar is now available. To sign-up and access the Webinar please click here.

Our Media Partner

Since 1980, independent and independent-minded advisors have turned to Investment Advisor for the unbiased news, information, and analysis that they need to grow and run their practices and to provide the best investment advisory and financial planning choices for their clients. Investment Advisor doesn't stop there, however. Its staff of highly professional journalists, esteemed columnists, and expert industry contributors place that information and analysis into context, allowing advisors to meet clients' needs efficiently, effectively, and proactively. Investment Advisor stays ahead of demographic and social trends that will affect advisors in the future, giving readers an edge over their competitors who are focused on the past.

Whether it's wealth management, alternative investments, retirement planning, technology, or practice management, and whether the advisor is a broker/dealer rep or an independent RIA, Investment Advisor remains the leading media valued partner in helping that advisor become and remain successful. Investment Advisor can be found online at AdvisorOne.com, which features all the news, in-depth analysis, market data, tools and networking opportunities advisors need to transform their business—and their bottom line.

 

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