5 Reasons Why Growing Your Firm Is Not Optional: FA Insight
There are many compelling and indisputable reasons to grow, but the actual motivations for growth reported by advisory firm shareholders might be surprising.
3 Keys to Sustainable Growth for Advisory Firms: What FA Insight's Data Reveals
Growth Is good, but good growth is better. Here's what we've learned from our research on how the best advisory firms grow.
How Growth Can Ruin Your Firm—and How to Prevent It
FA Insight reveals the results of their latest study, and what it means for an advisor's future.
8 Practice Areas Where Advisors Can Save Big With Tech
Between 40% and 45% of revenue goes to overhead—a number that isn't changing with growth, but could with some help from technology.
Growth and Austerity
The economic story unfolding in Europe raises questions for all business leaders.
The Hartford Breakup: What It Means for Woodbury Reps
“It’s part of a trend of large insurance companies parting ways with their broker-dealers,” a research director with FA Insight said.
The Mixed State of the Advisor Market
Recent snapshots of the advisory industry’s mergers and acquisition activity, along with new data on the growth and decline in advisory channels, show that as wirehouse advisors are slowly shrinking, the business model of choice has become being dually registered advisors.
Advisory M&A Activity Drops in Q2, Even as Deals Get Bigger
While M&A activity in the advisory industry fell slightly in Q2, the deals were larger and total assets exchanged increased to $8.5 billion from $6 billion in the first quarter, according to Pershing Advisor Solutions “Real Deals Quarterly Update,” produced in partnership with FA Insight.
Recovery continues for financial advisory firms.
Define & Conquer—Marketing Strategically to Achieve Growth
In 2010, research and consulting firm FA Insight released The 2010 FA Insight Study of Advisory Firms: Growth by Design, exploring two fundamental leading indicators of firm growth: operations and marketing.