Economic and Advisory Business Outlook

octubre 6, 2014 · Imprimir este artículo

2014 Advisor Benchmarking Trend Report

Economic and Advisory Business Outlook

INTRODUCTION
For more than a decade, the AdvisorBenchmarking RIA Trend Study has provided the financial advisory community with analyses of advisor performance and attitudes across a variety of areas critical to their business practices—and offered a current assessment of how the top performing practices differ from their peers across these areas.
This year, the study results are being published on WealthManagement.com in 8 individual chapters providing a comprehensive look at the survey’s most relevant measures: practice management and operations; ETFs; alternative investments; marketing and client relations; financial performance; investment management; best practices; and economic and advisory business outlook.
In this chapter we present key findings and insights from our survey questions on financial performance, to which advisors responded with metrics for the years ending 2013 and 2012, including number of clients and assets under management, key income statement line items, and advisor compensation.

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