How Advisors Dodged ’08 Meltdown: FA Insight Study
Congratulations, advisors. The years since the financial crisis were a struggle, but you made it work. FA Insight has the numbers to prove it.
Team Up to Stand Out: The 2013 People and Pay Study
Advice delivery does not necessarily have to be a team sport, but it is no coincidence that the industry’s most competitive firms are team-focused.
How Your Priciest Advisor Can Boost Profits: The 2013 People and Pay Study
FA Insight's annual People and Pay study shows how firms can be more profitable if they help their most expensive employees work smarter.
Advisor Pay Climbs as Talent Remains Scarce: FA Insight Study
FA Insight’s 2013 People and Pay Study illuminates how applying the right reward structure can help firms attract, motivate and retain team members.
Advisors, Take a Bow: The 2013 People and Pay Study
This year marks the fifth release of the annual FA Insight “Study of Advisory Firms.” The five-year history of the studies underscores the resilience of the advisory industry.
Owner-Advisors Are Their Own Worst Enemies
The 2013 FA Insight Study of Advisory Firms shows that an owner-advisor’s biggest hurdle is himself.
Growth by Design 2012: Why Unrestrained Growth Is No Good—And How to Avoid it
Following FA Insight’s 2010 “Growth by Design” study, the firm revisited the challenges a firm faces to achieve growth and the new challenges that arise as it does so.
People and Pay 2011: How Your Staff Affects Your Succession
FA Insight’s 2011 advisor study focuses on human capital and what it means to advisory firms. As firms grow, so does their need for people to run it—and so do the firm’s expenses.
Growing Strong: The 2012 Growth by Design Study
The daily vitamins that are best for a child to take in order to achieve healthy growth are different from what a young adult or senior citizen requires. As the years progress, so do our dietary needs—Flintstones vitamins make way for Centrum Silver.
Smaller Pieces Make a Bigger Pie
Across all stages of development, better-performing advisory firms distribute equity more broadly among their team members.