2011 FA Insight Study on Advisory Firms Open for Participation

Investment Advisor partners seek advisor input for premier survey on advisor universe

The 2011 FA Insight Study of Advisory Firms: People and Pay is now open for advisory firms to participate. To do so, go to www.fainsight.com/research.html. Like FA Insight’s inaugural study in 2009 (see the latest Investment Advisor article on FA Insight’s findings), People and Pay focuses on human capital issues in the financial advisory industry. Only participating firms will receive a free copy of the 50+ page study report—a $250 value. The report will include practical analysis and invaluable data for benchmarking the performance of your firm and the compensation of your staff.

For the third year in a row, Investment Advisor and AdvisorOne are exclusive media partners for the Study by FA Insight, which is led by Dan Inveen (left), formerly of Moss Adams, and Eliza DePardo, also formerly of Moss Adams.

Participants will also have access to a special Webcast to review findings and ask questions. Visit www.fainsight.comfor more details.

FA Insight conducts more than just an annual Study; see an AdvisorOne article on research it conducted on behalf of Pershing that forecasts a human capital squeeze for independent BDs.

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