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Industry Research Studies, Surveys and White Papers Ongoing Research & Studies AdvisorBenchmarking includes a Library of Articles that cover a variety of practice management
topics. They conduct research from their research results and often publish these results in
their articles. Drucker Knowledge Systems David Drucker has been writing articles in various advisor
publications for many years. He has assembled these into compendiums of articles on a variety of topics.
You can order these by visiting his website. The FPA has a number of articles and studies, some for a cost and some are free to download (you must be a member of the FPA). 2010/2011 Financial Planning Salary
Survey- The hard copy or digital version can be purchased here. 2012 Research FPA-ActiFi:FPA-ActiFi Adviser Technology Reports: Rebalancing Software Edition 2011 Research FPA-ActiFi: FPA-ActiFi Adviser Technology Reports:
Reporting Software Edition
2010 Research
FPA-ActiFi: FPA-ActiFi Adviser Technology Reports: Compliance Edition From 2010-2011, ActiFi, partnering with
the FPA will release seven in-depth
technology reports, sponsored by TD Ameritrade Institutional. This research includes extensive software testing,
adviser feedback, and vendor interviews. A free copy will be distributed to FPA members and is available for
purchase by non-members for $495 through the FPA Research Center.
Advent User Group(AUG): 2010 Asset Management Operations & Compensation Survey The study highlights emerging trends and provides benchmarking data that can help asset management executives make key decisions. Conducted periodically, the survey focuses on two areas of vital interest to financial services firms: their technology and their people. Click here for pricing. FA Insight: 2010 FA Insight Study of Advisory Firms: Growth by Design From FAI: Now 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. Inside Information: The Future of the Financial Advisory Business: Opportunities, Challenges and Trends in the Second Decade of the 21st Century
Firms can participate in the FREE
study by inputting firm information. Once completed, the information remains online in a personalized,
confidential dashboard for future reference to continue monitoring your firm. You also receive a Study Findings Report and can
participate in a conference call that details the findings of the
study. Visit the Quantuvis website to learn more. From TSA: Tiburon Strategic Advisors has created a series of research reports to help educate its clients in a low-cost way on a wide variety of topics in the banking, brokerage, investments, insurance, & wealth management markets. The majority of Tiburon's research reports are written for executives at financial institutions; a few reports are written specifically for financial advisors. Tiburon Strategic Advisors has created a series of research reports to help educate its clients in a low-cost way on a wide variety of topics in the banking, brokerage, investments, insurance, & wealth management markets. The majority of Tiburon's research reports are written for executives at financial institutions; a few reports are written specifically for financial advisors.
2009 Research
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