Surveys

Financial Performance Study of Advisory Firms

The 2006 Moss Adams Financial Performance Study of Advisory Firms, co-sponsored by SEI Advisor Network and JPMorgan Asset Management:

describes the state of the financial advisory business today,
identifies five evolutionary stages of advisory firms, and
provides solutions for advisors to meet the challenges at each stage and take their practice to the next level.

More than 1,000 financial advisory firms shared data with Moss Adams, providing a large base and yielding multiple perspectives for analysis.

This study has been featured in the January 2007 issue of Investment Advisor magazine.

The study retails for $95. Place your order online. For additional information about the study, please contact the Business Consulting Group at 1-800-938-2200.

An updated version of the Financial Performance Study will be available in September 2008.