@statsfromIN

IN Research shares exclusive statistics and industry data from InvestmentNews with the goal of improving a financial adviser's business IQ.

 New York
InvestmentNews.com
Joined February 2011
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  • Followers2.8K
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Don't just be in the know, be the first to know. The all-new Advisers on the Move from @investmentnews is the ultimate guide to the industry's coming and goings, featuring weekly updates and more than 150,000 moves going back to 2009. bit.ly/2VNviQu #INAOTM
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Did you know 55% of an average advisory firm’s revenues and 75% of all expenses go to compensation expenses? Find out how your firm stacks up. Participate in our 2019 Compensation & Staffing Benchmarking study — the only independent resource for such data. bit.ly/2HadQvu
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NEW! @MBFretirepro has a new podcast Health care. It’s the one retirement planning challenge no one can afford to ignore. Join Social Security and retirement expert Mary Beth Franklin for the first episode of her podcast Retirement Repair Shop. bit.ly/2VjSCVV #INpodcasts
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FREE WEBCAST TODAY: Benchmarking the Latest Trends in Adviser Technology. Tuesday, May 7 @ 4 p.m. ET. More details and registration: bit.ly/2ViDQPb
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FREE WEBCAST TOMORROW: Benchmarking the Latest Trends in Adviser Technology. Tuesday, May 7 @ 4 p.m. ET. More details and registration: bit.ly/2H4qJXA
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10 IBDs that saw their expenses rise the most last year investmentnews.com/gallery/2… via @investmentnews
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We’ve gathered important data from the industry’s most innovative and top-performing financial advisers – and the findings are available in the new 2019 @InvestmentNews Adviser Technology study. Download today! bit.ly/2ZOghfM
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10 IBDs that earn the most in fees investmentnews.com/gallery/2… via @investmentnews
TODAY (APRIL 29) IS THE FINAL DAY! Nominate an individual or firm now for our 2nd annual Excellence in Diversity & Inclusion Awards. More details: bit.ly/2KoJiL7 #INdiversity
.@BDNEWSGUY on brokerages' quarterly reports: @RaymondJames adds advisers, warns of slowdown bit.ly/2PvoZdY; @UBS loses 166 advisers: bit.ly/2IEjcSE. @investmentnews
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NEW: Top 10 IBDs ranked by revenue. bit.ly/2ZrXQwY
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IBD report: Another impressive year investmentnews.com/article/2… via @investmentnews
IBD report: Another impressive year. Despite a stock market decline, revenue is up. And the streak isn't expected to end anytime soon. This week's cover story is by @bdnewsguy.
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Join me tomorrow afternoon for the latest @investmentnews webcast on everything you need to know about ESG investing tinyurl.com/y3a92b95 It's free and you get CE credits. Happy #EarthDay
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Office quieted down over Spring Break? Seize the opportunity to participate in our annual Compensation & Staffing benchmarking study: crain.qualtrics.com/jfe/form…
Attention indie advisory firms: Participate in our 2019 comp & staff benchmarking study and receive a free copy of the report and 1 year of subscription access to our adviser research dashboard. Excellent value and a valuable exercise. Sign up ➡️ crain.qualtrics.com/jfe/form…
IBDs with the most CFPs investmentnews.com/gallery/2… via @investmentnews
Another excellent take from Michael on our benchmarking research
MichaelKitces
@MichaelKitces17 Apr 2019
Revenue Productivity Ratios: The 3 Most Important Numbers To Manage In An Advisory Firm kitc.es/2KENnv2
Advisers: Benchmarking season hasn't really started until you've participated in our now 25-year-plus-running study, the ONLY independent benchmarking study on the market. Register to take the survey now: crain.qualtrics.com/jfe/form…
Last day to nominate is April 29. Nominate an individual or firm today for our 2nd annual Excellence in Diversity & Inclusion Awards. More details: bit.ly/2KoJiL7 #INdiversity
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