Advisory Firms: Growth by Design

Research Studies of FA Insight

 

Research Studies

FA Insight conducts a wide variety of financial services industry studies, including both firm-specific and broad-based industry research on topics ranging from mergers and acquisitions to compensation and staffing.

FA Insight Annual Studies

The 2012 FA Insight Study of Advisory Firms: Growth by Design

Study fielding opens on Feb. 6th! Watch this space for updates.

FA Insight, in collaboration with media partner Investment Advisor, invites you to participate in its fourth annual study: The 2012 FA Insight Study of Advisory Firms: Growth by Design. The research aims to support executive decision-making by providing critical data, decisive insight, and key lessons learned from the industry’s Standout firms.

All firms that participate in the study will gain immediate and exclusive access to the FA Insight People and Pay Benchmarking Tool. Additionally, study participants will also receive a complimentary copy of the 50+ page study with accompanying data and access to a Webcast with the FA Insight team to review findings and entertain questions.

For more detailed information on Growth by Design, click here.

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.

For more detailed information on People and Pay, click here.

The 2010 FA Insight Study of Advisory Firms: Growth by Design

Also available for purchase, Growth by Design aims to support executive decision making by providing critical data, decisive insight, and lessons from the industry’s Standout firms. The report gives special focus to two distinct business capabilities that drive firm growth—operations and marketing.

For more detailed information on Growth by Design click here.

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

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.

For more detailed information on People and Pay click here.