Surveys
2007 Moss Adams Compensation and Staffing Study of Advisory Firms
This study, co-sponsored by SEI Advisor Network and JPMorgan Asset Management:
- Provides compensation statistics for 33 positions drawing from over 3,000 incumbents.
- Describes firm growth over the past six years, increased competition for talented staff, and average compensation costs by position.
- Recognizes positive trends in return on investments:
- Lower overhead expenses as a percentage of revenue
- Stronger operating margins
- Higher productivity
- Higher owner incomes
- Provides compensation and staffing levels at each evolutionary phase of a firm’s development.
More than 700 financial advisory firms shared compensation and staffing data with Moss Adams this year, providing a large base and yielding multiple perspectives for analysis.
For futher highlights of the study, see the feature story in the October 2007 issue of Investment Advisor magazine.
Download the study's table of contents and executive summary for complete information on study coverage.
There are three purchase options:
- Purchase just the 2007 study for $250.
- Purchase both the 2007 study and the 2006 Financial Performance of Advisory Firms for only $300.
- Purchase just the 2006 study for $95.
For additional information about the study please send us an e-mail or contact the Business Consulting Group at 800-243-4936.
About JPMorgan Asset Management:
JPMorgan Asset Management is a leading investment management firm with over a century of experience that offers a complete array of global investment opportunities to meet the needs of a diverse client base, including institutional investors and advisors, RIAs, sovereign and central banks and affluent individuals around the world. The firm enjoys investment management presence in 14 countries, with offices worldwide and more than 650 investment professionals globally. As of September 30, 2006, the firm’s entities have approximately $935 billion in total global assets under management. For more information, visit www.jpmorganfunds.com.
About SEI Advisor Network:
SEI Advisor Network provides independent advisors with outsourced wealth management platforms that are designed to meet the demands of a new generation of wealthy clients. In an evolving wealth management industry, the group offers an end-to-end process for successfully transforming their clients' businesses in every critical area, including marketing, practice management, investment strategy and client relationship platforms. The SEI Advisor Network is a strategic business unit of SEI. For more information, visit www.SEIAdvisorNetwork.com.
