Surveys
2006 Financial Performance Study of Advisory Firms
30% discount for preferred customers!
This study, 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
- 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.
You can purchase this study in a bundle that also includes the 2008 Financial Performance Study of Advisory Firms and the 2007 Compensation and Staffing Study of Advisory Firms for just $225, a discount of $75.
For additional information about the study please send us an e-mail or contact the Business Consulting Group at 800-243-4936.
The 2008 Financial Performance Study of Advisory Firms should be available to ship by September 26, 2008.
