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WealthManagement.com Releases 2013 AdvisorBenchmarking RIA Trend Report
Annual survey offers detailed look at financial performance, operations, marketing, client relations and investment management trends at Registered Investment Advisor (RIA) firms
NEW YORK - September 24, 2013 – WealthManagement.com, a division of Penton and the digital resource of REP. and Trusts & Estates, has released its 2013 AdvisorBenchmarking RIA Trend Report. AdvisorBenchmarking is WealthManagement.com’s research practice focused on measuring advisor sentiment on the economic and business outlook and providing metrics on advisor performance and best practices. Guggenheim Investments, the investment management division of Guggenheim Partners LLC, sponsored the report.
For more than a decade, the annual AdvisorBenchmarking RIA Study has provided registered investment advisors with data and insights to help them better manage and grow their practices—from marketing and client relationship management to business policies and investment style.
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The 2013 report analyzes advisor performance and attitudes across a variety of areas critical to their business practices—and provides a comprehensive assessment of how the top performing practices differ from their peers across these areas. This year’s results are based on an online survey of nearly 400 registered investment advisors conducted during June—July 2013.
“AdvisorBenchmarking provides actionable insights to financial advisors as well as to marketing, sales and distribution executives at asset management firms and others trying to better understand trends in this increasingly important segment of the advisor market,” said Mike Foy, Strategic Sales Director at WealthManagement.com. “In addition to continuing the annual RIA Trend report, AdvisorBenchmarking is also launching an all-channel series that explores the same range of topics across all advisor channels—including RIAs, IBDs, national/wirehouses, regionals, bank brokerages and insurance firms. The inaugural version of the all-channel report will be published next month, and will include responses from over 2,700 advisors—making it among the largest studies of its kind.”
In addition to advisor research studies, AdvisorBenchmarking produces the Advisor Confidence Index (ACI), a monthly benchmark that gauges advisor views on the U.S. economy and the stock market. The ACI is released monthly to the press and is often quoted as a sentiment of advisor confidence.
WealthManagement.com also publishes the Thought Leadership Research Series that provides unique perspectives on hot industry topics; and the Advisor Trend Monitor Research series (in partnership with Fuse Research Network) that explores advisor views on important subjects of specific interest to both advisors and asset management firms; industry rankings of the top RIAs, B/Ds and the individuals within these organizations; and proprietary custom research commissioned by financial firms.
Copies of the 2013 AdvisorBenchmarking RIA Trend Report are available for download.
WealthManagement.com is the digital resource of REP. and Trusts & Estates magazines, serving 645,000+ financial advisors and other wealth professionals and is the home of industry-leading newsletters, webinars, videos, social media sites and mobile channels.
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Strategic Sales Director
Financial Services Group