Survey fielding has concluded—the deadline for participating in the study was Wednesday, April 9th. Thank you to everyone who submitted surveys.
This year’s annual advisor study will address a number of topics including financial performance, key operating characteristics, operational and structural issues, as well as trends and practices within the advisory industry. The study findings will be presented in a report which will be published and available for distribution by September 2008.
If you are interested in ordering a copy of the report and would like to receive a notification of when it is available for purchase, please send an email to advisorsurvey@mossadams.com. Ordering information will also be posted on this web page when the report is available.
For additional information about the study, please contact the Business Consulting Group at Moss Adams LLP:
Sarah Pelonio
999 Third Avenue
Suite 2800
Seattle, WA 98104
206-302-6574