Archive for Industry Research
2011 People and Compensation Studies- Participate In the Industry’s Best Research
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A couple of staffing studies are available for participation. The 2011 FA Insight Study of Advisory Firms: People and Pay is currently open on their website FAInsight.com and The 2011 Investment News/Moss Adams Adviser and Compensation Study on InvestmentNews.com will be available in April. A description of the FAInsight study from their website: With The 2011 FA Insight Study of Advisory Firms: ...
Financial Planning Technology Survey 2010 Released
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The fourth annual Financial Planning's Technology Survey, written by Joel Bruckenstein, was released this past week on the Financial Planning website. View the entire article here. The annual article is always informative, particularly to see which software is being used more or less than the previous year by advisory firms. This year, a number of thought-provoking points were revealed in ...
Building a Profitable Practice One-Day Workshop
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One of my favorite topics in the practice management area of advisory firms is how to build a profitable business and benchmarking the firm against the most successful firms. The most comprehensive study done every few years on the topic is published by Investment News and Moss Adams- 2010 Investment News/Moss Adams Financial Performance Study of Advisory Firms. A one-day workshop is available in ...
FPA Salary Survey Study Is Released
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The 2010-2011 FPA Financial Planning Salary Survey: Compensation, Incentive and Benefit Data for Financial Planners, Technical Specialists and Support Staff was released a few weeks ago. This year the study includes a Comprehensive Interactive Compensation Calculator that allows advisory firms to calculate compensation ranges based on firm size, job requirements, AUM, number of clients and ...
